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Goal of this Blog

We all know that the advisor who offers the most comprehensive services is the most indespensible to their clients and commands the highest compensation.

My goal with this blog is to share tools and resources to help financial advisors offer even more fully comprehensive financial services to their clients.


All the best in Implementing,
Mark

The TrustedAdvisorToolkit.com™

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March

Sub-archives

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
Filed Under:

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

Comments: 0

Mar 23, 2010

Complete the “Mental Shift”

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

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

Comments: 0

Mar 16, 2010

A Lesson in “Missing the Point”

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

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...

Comments: 0

Mar 08, 2010

Strangely, Most Experts Avoid Recommendations

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

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

Comments: 0

Mar 01, 2010

Does Compensation Skew Advice?

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

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

Comments: 3

Feb 28, 2010

The value of a checklist

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

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

Comments: 2
Weblog Authors

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