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Raise Fees

Dec 30, 2012

Ideal Clients: "I Want It Now"

by m778little — last modified Dec 31, 2012 01:15 PM

Trusted Advisor's leadership role in improving response & service times by everyone on your team 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

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 27, 2009

Advisor: Do you charge for financial plans?

by Mark Little — last modified Dec 28, 2009 07:25 AM
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... or do you simply do the plan as a part of your complete fee? read more...

Dec 07, 2009

Advisor: Mark do you split commissions with your Deliverables Team?

by Mark Little — last modified Dec 08, 2009 11:05 AM
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Do you split any of the commissions you receive with your Subject Matter Experts? read more...

Oct 12, 2009

Advisor: How do Deliverables Team Members charge?

by Mark Little — last modified Oct 12, 2009 08:15 PM

Should external Subject Matter Experts charge for their services separately or should we include their fee within our compensation as Trusted Advisor? 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 04, 2009

"I can't charge more"

by Mark Little — last modified Aug 04, 2009 07:00 AM

Early on in my career I remeber thinking I can't charge my clients any more than now... I even wonder if I'm worth my current compensation. read more...

Aug 01, 2009

Pivotal Questions

by Mark Little — last modified Aug 01, 2009 07:00 AM
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Distinguishing yourself from other financial advisors. read more...

Jul 19, 2009

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

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Weblog Authors

Mark Little

Mark Little

Mark Little

Mark Little

m778little

m778little

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