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Goal of this Blog

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.


All the best in Implementing,
Mark

The TrustedAdvisorToolkit.com™

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Financial Planning

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

Subscribe to this blog

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

Keep fresh practice management ideas, new tools and creative resources in front of you on a weekly basis. read more...

Weblog Authors

Mark Little

Mark Little

Mark Little

Mark Little
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.

Mark Little

Mark Little