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Jan 30, 2012

Financial Advisors – Protect Your Clients from Identity Theft

by Mark Little — last modified Jan 31, 2012 12:05 AM
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Financial advisors gain the trust of their clients by providing secure places to store client information. read more...

Jan 25, 2012

How Many Client Meetings Should a Financial Advisor Have Annually?

by Mark Little — last modified Jan 26, 2012 12:05 AM

How often should financial advisors meet with clients? We’ve done the research and discovered a proactive annual 3-meeting cycle works best to meet the needs of your clients. read more...

Jan 23, 2012

A Script for Financial Advisors Who Want to Offer More Comprehensive Services

by Mark Little — last modified Jan 24, 2012 12:05 AM

Want to change how you do business? Script out your conversation before talking with your clients so you clearly present the benefits and your delivery will be smooth, heartfelt, and thorough. read more...

Jan 18, 2012

Financial Advisors – Can You Clearly Articulate What You Deliver to Clients?

by Mark Little — last modified Jan 19, 2012 12:05 AM

Defining your “deliverables” helps trusted financial advisors explain the many specific things they offer clients when providing comprehensive financial services. read more...

Jan 16, 2012

How to Remodel Your Financial Services Business without Extra Stress

by Mark Little — last modified Jan 17, 2012 12:05 AM

Avoid these pitfalls when you’re remodeling your business into one that provides comprehensive financial services. read more...

Jan 11, 2012

Financial Advisors - 3 Steps to Building Your Dream Team

by Mark Little — last modified Jan 12, 2012 12:05 AM

Your dream of building a business that provides comprehensive financial services is only as good as the team members you select. read more...

Jan 09, 2012

The Value of Offering Comprehensive Financial Services

by Mark Little — last modified Jan 10, 2012 12:05 AM

A small list of the tremendous value a financial advisor provides clients when comprehensive financial services are offered. read more...

Jan 04, 2012

How to Earn Trust – Tell Your Potential Clients the Whole Truth Up Front

by Mark Little — last modified Jan 05, 2012 12:05 AM

When talking with a potential client, a financial advisor needs to clearly reveal his or her profile of an ideal client, even the amount of financial assets required in order to qualify as one. read more...

Jan 02, 2012

How Financial Advisors Can Focus on Ideal Clients and Filter Out the Rest

by Mark Little — last modified Jan 03, 2012 12:05 AM
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Review these blogs for tips on identifying your ideal client. 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