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Advisor: Where do I start?

by Mark Little — last modified Dec 14, 2009 01:35 PM
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I am new to The Trusted Advisor Toolkit™, where do I begin?

 

Mark's Response: From the home page click on "My 16 Month Plan" for your first 6 implementation steps, which will comprise your first 30 days' activities.

Implementing these steps will put you on an accelerated path to implementing even more fully comprehensive financial services through a Best-in-Class Deliverables Team of Subject Matter Experts.

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Weblog Authors

Lorri Morin

Lorri Morin

Mark Little

Mark Little

Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I was ready to leave the financial services industry; not because I wasn’t financially successful (I had built a multi-six figure business), but because I was overwhelmed. I had waaay too many clients & worked 84 hours per week. Rather than quit my business, I decided to try one last thing: I became passionate about relentlessly creating and implementing organized documented systems and processes into my practice. I was able to reduce my workweek to 3 days a week while quadrupling my income to well over $1 million per year of predictable recurring revenue.

Mark Little

Mark Little