Blog
Mark Little’s blog for financial advisors committed to providing even more fully comprehensive financial services to their ideal clients.
Aug 30, 2010
Have You Raised Your Bar Over The Last Two Years?
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
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
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
Second in our 2-part series about: Transitioning from Subject Matter Expert to Trusted Advisor read more...
Aug 03, 2010
Administrative Manager Overload I
First in our 2-part series: Transitioning from Subject Matter Expert to Trusted Advisor read more...
Jul 30, 2010
Do Not Expect The Media To Describe Your Value
If you're waiting for the press outlets to "position" you as a Trusted Advisor providing extraordinary value, I've got a slightly-used blown well-head in the Gulf of Mexico to sell you. read more...
Mar 30, 2010
Are you controlling your business or is your business controlling you?
How to break counter-productive cycles through the execution of systems and processes. read more...
Mar 23, 2010
Complete the “Mental Shift”
How successful financial advisors can make the mind shift and capture what their Ideal Clients want. read more...
Mar 16, 2010
A Lesson in “Missing the Point”
In the financial services industry, it’s easy to miss the simple things which Ideal Clients value the most. To address their greatest values, use a process that orchestrates all the people in your Ideal Client’s financial life. read more...
Mar 09, 2010
Strangely, Most Experts Avoid Recommendations
Do your Subject Matter Experts provide recommendations, or do they give skilled advice and general (non-specific) counsel? read more...
Mar 02, 2010
Does Compensation Skew Advice?
Is your business prepared if the U.S. Government were to begin actively regulating from that perspective? read more...
Mar 01, 2010
The value of a checklist
Why establishing a check-list driven system will unleash comprehensive financial services faster than you will believe possible. read more...
Feb 24, 2010
What Should a Trusted Advisor's Website Look Like?
ADVISOR: Mark, I'm updating my website, what should it look like? read more...
Feb 19, 2010
Advisor: Do I need a signed agreement?
I have a potential Deliverables Team Member who would like to be on our team, but does not want to sign a contract with me. read more...
Feb 16, 2010
Advisor: When do you give clients their "action plan?"
Do you update and give your clients The Implementation Plan at every meeting? When during the meeting? read more...
Feb 13, 2010
Advisor: What service should I offer my Non-Ideal Clients?
I realize Non-Ideal Clients are a distraction to the growth of my business, but what should I offer them as service until I no longer need survival clients? read more...
