August

Sub-archives

Aug 31, 2010

Have You Raised Your Bar Over The Last Two Years?

by Mark Little — last modified Aug 31, 2010 12:15 AM

Flashback two years: A recent survey by Russ Alan Prince found that two out of three wealthy investors are so disappointed with their financial advisor that they’re thinking about switching. read more...

Aug 20, 2010

Do Not Expect the Media to Describe Your Value

by Mark Little — last modified Aug 20, 2010 04:00 PM

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Doing an adequate job of describing your value and distinguishing between what makes you a different type of financial advisor and the services you provide is better than leaving it up to the media to drive your ideal client to you. read more...

Aug 10, 2010

Politely Disengaging

by Mark Little — last modified Aug 10, 2010 09:45 PM

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How does an advisor disengage from non-ideal clients when transitioning to a select group of ideal clients receiving comprehensive services? read more...

Aug 05, 2010

Administrative Manager Overload II

by Mark Little — last modified Aug 05, 2010 10:00 AM

Second in our 2-part series about: Transitioning from Subject Matter Expert to Trusted Advisor read more...

Aug 03, 2010

Administrative Manager Overload I

by Mark Little — last modified Aug 03, 2010 05:05 PM

First in our 2-part series: Transitioning from Subject Matter Expert to Trusted Advisor read more...

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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