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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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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...

Comments: 0

Aug 20, 2010

Do Not Expect the Media to Describe Your Value

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

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...

Comments: 0

Aug 10, 2010

Politely Disengaging

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

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

Comments: 0

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...

Comments: 0

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...

Comments: 0
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