Mark Little
Mar 29, 2011
I hope that if it was not clear before, it is not less clear now.
Most clients want simple and clear recommendations and action items from their financial advisors. read more...
Mar 22, 2011
I don't believe in fairies. Oops! A fairy died. I don't believe in fairies. Oops! Another fairy died.
Belief Creates The Actual Fact. -William James read more...
Mar 19, 2011
A Day Without Sunshine is Like, Night
Have you considered that what you believe clients value in a Trusted Advisor may be night and day from what they actually value most? read more...
Mar 15, 2011
He Who Re-invents The Wheel Will Likely Design a Square Wheel and Spend a Year Trying to Figure Out Why It Won't Roll
Why does someone believe you when you say there are four billion stars, but checks when you say the paint is wet? read more...
Mar 10, 2011
I'd Like To Hire You As My Advisor, But...
Before I Sign Anything Could I Call Some Of Your Ideal Client References? read more...
Feb 22, 2011
The early bird might get the worm, but the second mouse gets the cheese.
You can tell the pioneers... they're the ones with the arrows in their backs. read more...
Feb 07, 2011
Are You A Permanent Resident or a Charming Tourist?
Have you made the full-commitment to comprehensive financial services? read more...
Jan 04, 2011
The Secret To Success In Our Business
How Trusted Advisors become financially successful read more...
Jan 01, 2011
Where does "Referable Buzz" Come from?
For your clients to proactively refer you to others have you stopped to consider what you do for your clients that would inspire them to "talk it up" about you? read more...
Dec 30, 2010
Dec 15, 2010
If 4 out of 5 people SUFFER from diarrhea... does that mean that one enjoys it?
Why do financial planners insist on reviewing the financial plan, page-by-page, with their clients? read more...
Nov 25, 2010
Better to remain silent and be thought a fool, than to speak and remove all doubt.
If you are a "one-man-band" financial advisor, defer to Subject Matter Experts. read more...
Nov 17, 2010
Is your problem obvious?
What's the one thing most standing between you and the business that you want? read more...
Oct 21, 2010
Success Is a System
How are you doing with your commitment to implement your system? read more...
Oct 04, 2010
What do you mean by "WDYM"?
Avoid technical jargon ("techno babble"), rambling explanations and unclear recommendations. read more...
Sep 17, 2010
Question: Mark Did You Do Financial Road Maps?
Question from a financial advisor for Mark McKenna Little read more...
Sep 03, 2010
Anne Bachrach's Support Team Accountability Coaching Program
Registration Anne Bachrach's Support Team Accountability Coaching Program closes today, so here are seven propositions for a fuller future: read more...
Aug 31, 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...
