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March

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Mar 30, 2010

Are you controlling your business or is your business controlling you?

by Mark Little — last modified Mar 30, 2010 04:00 PM

How to break counter-productive cycles through the execution of systems and processes. read more...

Mar 23, 2010

Complete the “Mental Shift”

by Mark Little — last modified Mar 23, 2010 04:00 PM

How successful financial advisors can make the mind shift and capture what their Ideal Clients want. read more...

Mar 16, 2010

A Lesson in “Missing the Point”

by Mark Little — last modified Mar 16, 2010 04:00 PM

In the financial services industry, it’s easy to miss the simple things which Ideal Clients value the most. To address their greatest values, use a process that orchestrates all the people in your Ideal Client’s financial life. read more...

Mar 08, 2010

Strangely, Most Experts Avoid Recommendations

by Mark Little — last modified Mar 09, 2010 11:30 AM

Do your Subject Matter Experts provide recommendations, or do they give skilled advice and general (non-specific) counsel? read more...

Mar 01, 2010

Does Compensation Skew Advice?

by Mark Little — last modified Mar 02, 2010 11:55 AM

Is your business prepared if the U.S. Government were to begin actively regulating from that perspective? read more...

Feb 28, 2010

The value of a checklist

by Mark Little — last modified Mar 01, 2010 07:55 PM

Why establishing a check-list driven system will unleash comprehensive financial services faster than you will believe possible. read more...

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Mark Little

Mark Little

Mark Little

Mark Little

m778little

m778little

Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I nearly left the financial services industry, forever. I had built a multi-six figure business but I was killing myself working 84 hours per week trying to serve waaay too many clients on a transaction basis. Rather than quitting I decided to try one last completely radical idea: I crafted an entirely different business model focused on delivering TRULY comprehensive financial services. And it worked! I reduced my workload to just 3 days per week while quadrupling my business to well over $1 Million per year of predictable recurring revenue.

Lorri Morin

Lorri Morin