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Mark

The TrustedAdvisorToolkit.com™

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62 Trusted Advisor Temptations to Resist (Part 11)

by Mark Little — last modified Jan 29, 2010 09:00 AM
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Other Multifarious Pitfalls to Resist (continued)...


56.   Tempted to pull punches rather than (skillfully & gracefully) telling the truth.

57.   Tempted to not challenge false assumptions (including our own).

58.   Tempted to make clients feel comfortable rather than seriously confronting their biggest issues.

59.   Tempted to not gain the skill to help Ideal Clients put important issues in context.

60.   Tempted to be a “one-man band” versus the CEO of a comprehensive financial planning business.

61.   Tempted to forget that not doing everything you can for your Ideal Clients is mortifying.

62.   Tempted to be a salesperson rather than a Trusted Advisor.


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Weblog Authors

Lorri Morin

Lorri Morin

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