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Financial Planning

Jan 23, 2013

Financial Planners – How to Outline Client Goals in a One-Page Report

by Mark Little — last modified Jan 24, 2013 12:05 AM

Comprehensive financial planners easily translate the clients’ goals into one page Goal Blueprint™ by following these steps. read more...

Jan 21, 2013

Financial Planners – How to Get Missing Information You Need To Do Your Job

by Mark Little — last modified Jan 22, 2013 12:05 AM

Financial planners become best-in-class comprehensive financial team members by utilizing one-page reports that ensures that nothing gets forgotten. read more...

Dec 19, 2012

Who Should Convert Asset Allocations into Specific Investments?

by Mark Little — last modified Dec 20, 2012 12:05 AM

Savvy financial advisors delegate the deliverables (what you do for each client) to the appropriate team expert. read more...

Oct 23, 2012

How Do You Settle on a Value for Your Client’s Business?

by Mark Little — last modified Oct 23, 2012 12:05 AM

Know the true value of clients’ businesses so your client trusts you when you and your team make recommendations. read more...

Oct 16, 2012

How to Answer Your Client’s Question – “Can I Quit My Job?”

by Mark Little — last modified Oct 16, 2012 12:05 AM

Progress reports facilitate you and your team in answering your client’s question, “Are there enough distributions available for me if I quit working now?” read more...

Jun 07, 2012

Should Your Financial Expert Team Members be at Every Client Meeting?

by Mark Little — last modified Jun 07, 2012 12:05 AM

To effectively provide comprehensive financial services, your experts must be fully prepared to attend and contribute to annual progress meetings. read more...

Mar 14, 2012

Does a Financial Advisor Really Need to Get Their CFP®?

by Mark Little — last modified Mar 14, 2012 05:05 PM

Rather than be an expert in all fields of comprehensive financial services, a financial advisor simply need to know how to find and lead a team of experts. read more...

Mar 07, 2012

Clients Need Annual Income Tax Projections to Optimize Their Money

by Mark Little — last modified Mar 08, 2012 12:05 AM

Make sure your clients get an Annual Tax Projection before year’s end, so they are aware of their options and can make the best decisions about their finances. read more...

Mar 05, 2012

Financial Planners - Practical Ways to Help Your Clients Prepare Their Tax Returns

by Mark Little — last modified Mar 06, 2012 12:05 AM

Help your clients meet the tax deadline by employing systems that gather and process information all year around. read more...

Nov 23, 2011

Financial Advisors - Does it Matter What Car Your Client Buys?

by Mark Little — last modified Nov 24, 2011 12:00 AM

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

by Mark Little — last modified Nov 22, 2011 12:00 AM

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...

Aug 26, 2011

Tips for Improving Your Client Goal Progress Reports

by Mark Little — last modified Aug 26, 2011 12:00 PM
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Tips for preparing the "Sixth Critical Report" to ensure the greatest probability of Client Goal success. read more...

Aug 23, 2011

What Comes After The Five Critical Reports™?

by Mark Little — last modified Aug 23, 2011 12:00 PM

If these Five Critical Reports™ (formerly known as The Five Mini-Deliverables™) are implemented first, what do we implement next? read more...

Jul 22, 2011

If You Accept: Your Role as Knights Templar

by Mark Little — last modified Jul 22, 2011 05:00 PM

Creating a Deliverables Team who understands the Values-Based Financial Planning™ and building an Ideal Client Community by Referral only. read more...

Aug 20, 2010

Do Not Expect the Media to Describe Your Value

by Mark Little — last modified Aug 20, 2010 04:00 PM

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...

Mar 23, 2010

Complete the “Mental Shift”

by Mark Little — last modified Mar 23, 2010 04:00 PM

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”

by Mark Little — last modified Mar 16, 2010 04:00 PM

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...

Sep 15, 2009

Securities Commision pushes to abolish commissions

by Mark Little — last modified Sep 15, 2009 07:00 AM

The securities regulators have recommended that securities commissions, fees for "assets under managment' and the vast majority of other methods currently used to compensate financial adviosrs be abolished in an admission that investor protection laws are inadequate... read more...

Aug 14, 2009

Urgent: We need to document processes

by Mark Little — last modified Aug 14, 2009 07:00 AM

Mark, I need support with documenting all my office processes in writing. I'm fearful that my assistant may leave one day to pursue "life" - I'd really have my back against the wall then. read more...

Jul 19, 2009

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by Mark Little — last modified Jul 19, 2009 03:00 PM

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Mark Little

Mark Little

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Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I nearly left the financial services industry, forever. I had built a multi-six figure business but I was killing myself working 84 hours per week trying to serve waaay too many clients on a transaction basis. Rather than quitting I decided to try one last completely radical idea: I crafted an entirely different business model focused on delivering TRULY comprehensive financial services. And it worked! I reduced my workload to just 3 days per week while quadrupling my business to well over $1 Million per year of predictable recurring revenue.

Lorri Morin

Lorri Morin