Blog
Mark Little’s blog for financial advisors committed to providing even more fully comprehensive financial services to their ideal clients.
Jan 25, 2012
How Many Client Meetings Should a Financial Advisor Have Annually?
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
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?
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
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
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
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
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
Review these blogs for tips on identifying your ideal client. read more...
Dec 28, 2011
The Top Ten Questions Clients Ask Financial Advisors and How to Answer Them
Learn simple answers for three of the top ten pivotal questions that potential clients have. read more...
Dec 26, 2011
Making a New Year’s Resolution? How About Turning Your Business Around in 30 Days
If you’re wearing yourself out trying to do it all, make changes today that will improve your life and business. read more...
Dec 21, 2011
Should You Call Yourself a Wealth Manager or a Trusted Financial Advisor?
When someone asks you, “What do you do?” reply with a description that sets you apart. read more...
Dec 19, 2011
7 Excuses that Prevent Your Financial Team from Being Prepared
Help your team overcome these 7 mental roadblocks to documenting processes, so your financial organization can keep running smoothly even if someone is unavailable. read more...
Dec 14, 2011
The Question Financial Advisors Should Ask at the First Meeting with New Clients
There’s one important question you must ask your clients so that you, as their trusted advisor, can help them achieve their goals. read more...
Dec 12, 2011
How Trusted Advisors “Get It” So Their Clients Feel Understood
Walking in your clients’ shoes and defining how you solve their problems will make you trusted as a financial advisor. read more...
Dec 07, 2011
Five Characteristics that Make a Financial Advisor a Trusted Advisor
The quality of service that a financial organization provides is the measuring rod for establishing the difference. Here are five characteristics that make a financial advisor a Trusted Advisor. read more...
Dec 05, 2011
Financial Advisors – Are You Spending Too Much Time Putting Out Fires?
Boost client confidence by creating and implementing a process of problem solving that saves time, money and your business’ reputation. read more...
Nov 30, 2011
Financial Advisors – Are All Your Team Members In the Loop?
Your team members will never miss another relevant piece of information when you standardize your form of communication. read more...
Nov 28, 2011
Have You Jeopardized Your Clients by Blindfolding Your Team?
Financial advisors must build a solid communication system between clients and team members if a financial organization is to survive and thrive. read more...
Nov 23, 2011
Financial Advisors - Does it Matter What Car Your Client Buys?
Providing comprehensive financial services even means advising your clients on the purchase of a vehicle. Adding a vehicle-purchasing consultant to your team may be just what your business needs. read more...
Nov 21, 2011
How to Really Convince Clients That They Need a Lifetime Financial Plan
Trustworthy financial advisors know how important it is for their clients to have a realistic and comprehensive written financial plan. But how can you speak with confidence if you don’t have one yourself? read more...
