We all know that the advisor who offers the most comprehensive services is the most indespensible to their clients and commands the highest compensation.
My goal with this blog is to share tools and resources to help financial advisors offer even more fully comprehensive financial services to their clients.
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.