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Jan 03, 2010

How Clients View Trusted Advisors versus Expert’s Recommendations - Part 1

by Mark Little — last modified Jan 04, 2010 09:00 AM
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You hear the term Trusted Advisor utilized a lot by financial advisors, but have you given thought to what the title means and what distinguishes a Trusted Advisor from a Financial Advisor, a Financial Planner, a “Wealth Manager,” or a Subject Matter Expert? I’m going to define Trusted Advisor from the clients’ perspective and will assign attributes to the term which I believe are implied or should be attached to the title. read more...

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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