Goals

Feb 01, 2012

Take the First Step in Offering More Comprehensive Financial Services

by Mark Little — last modified Feb 02, 2012 12:05 AM

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Rather than viewing the implementation of comprehensive financial services as impossible as climbing Mount Everest, simply take this first step and you’ll have in place an operating system for everything else. read more...

Jan 23, 2012

A Script for Financial Advisors Who Want to Offer More Comprehensive Services

by Mark Little — last modified Jan 24, 2012 12:05 AM

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Want to change how you do business? Script out your conversation before talking with your clients so you clearly present the benefits and your delivery will be smooth, heartfelt, and thorough. read more...

Dec 26, 2011

Making a New Year’s Resolution? How About Turning Your Business Around in 30 Days

by Mark Little — last modified Dec 27, 2011 12:05 AM

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If you’re wearing yourself out trying to do it all, make changes today that will improve your life and business. read more...

Dec 14, 2011

The Question Financial Advisors Should Ask at the First Meeting with New Clients

by Mark Little — last modified Dec 15, 2011 12:05 AM

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There’s one important question you must ask your clients so that you, as their trusted advisor, can help them achieve their goals. 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

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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...

Mar 30, 2010

Are you controlling your business or is your business controlling you?

by Mark Little — last modified Mar 30, 2010 04:00 PM

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How to break counter-productive cycles through the execution of systems and processes. read more...

Mar 16, 2010

A Lesson in “Missing the Point”

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

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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...