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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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How to invest in The Trusted Advisor Toolkit™

by Mark Little — last modified Sep 12, 2009 07:00 AM
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This turn-key practice management operating system is for professional financial advisors who are committed to offering fully comprehensive financial services through a Best-in-Class team of Subject Matter Experts

Our system fully supports:

  • Internal office team (administrative support) so that the Trusted Advisor's time can be invested with even more client acquisition activities.
    • Orientation
    • Training
    • Group Coaching Calls
  • External Deliverables Team of experts so that you, as the Trusted Advisor, have a documented process to organize outsourced professionals to deliver comprehensive financial services on your behalf.
    • Orientation
    • Training
    • Step-by-step processes to support your delivery of comprehensive financial services
  • Checklist-driven comprehensive financial planning system so that all your clients' financial houses are in perfect order and stay that way.
    • 138 Deliverables Checkpoints™ (DCPs)
    • Structured meeting plans with agendas and meeting preparation
  • Documented systems and processes so your office runs smoothly

As a financial advisor myself, it's exciting to serve advisors who are committed to implementing comprehensive financial services.  For those who meet our ideal advisor profile is outlined here...

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Weblog Authors

Lorri Morin

Lorri Morin

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