Mark McKenna Little
Mark Little, a financial advisor to individuals and families for over 28 years, built a multi-million dollar financial advisory business by being a Trusted Advisor in every sense of the term. However, at one point in his career, he was ready to leave the business world; not because he wasn't financially successful (he had built a multi-six figure business for himself), but because he was overwhelmed. In 1999, at age 42, he had too many clients and worked 84 hours per week.
Rather than quit his business, Mark decided to try one last thing: Mark discovered the power of focus and became passionate about relentlessly implementing a plan to deliver comprehensive financial services but not as a one-man-band. He developed The Trusted Advisor Toolkit™, the world's first Comprehensive Financial Services delivery system for financial advisors.
Mark now actively consults a number of the best Comprehensive Financial Advisors in the world and encourages professional advisors to make an Advisor PACT™ with every client.
- Protection: Serve to protect each client's financial assets and strategy.
- Attention: Commit to pay attention to each client's financial affairs and to "stay on top" of their financial issues at all times.
- Coordination: Coordinate everything financial for each client, agree to coordinate all financial assets and professionals for every client.
- Transparency: Pledge to uncover and report costs for every financial product and service; identify and disclose all potential conflicts discovered.
Mark loves working with financial advisors and his mission is to transform the financial services industry from salespeople to Trusted Advisors.
Mark Little, a financial advisor to individuals and families for over 28 years, built a multi-million dollar financial advisory business by being a Trusted Advisor in every sense of the term. However, at one point in his career, he was ready to leave the business world; not because he wasn't financially successful (he had built a multi-six figure business for himself), but because he was overwhelmed. In 1999, at age 42, he had too many clients and worked 84 hours per week.
Rather than quit his business, Mark decided to try one last thing: Mark discovered the power of focus and became passionate about relentlessly implementing a plan to deliver comprehensive financial services but not as a one-man-band. He developed The Trusted Advisor Toolkit™, the world's first Comprehensive Financial Services delivery system for financial advisors.
Mark now actively consults a number of the best Comprehensive Financial Advisors in the world and encourages professional advisors to make an Advisor PACT™ with every client.
- Protection: Serve to protect each client's financial assets and strategy.
- Attention: Commit to pay attention to each client's financial affairs and to "stay on top" of their financial issues at all times.
- Coordination: Coordinate everything financial for each client, agree to coordinate all financial assets and professionals for every client.
- Transparency: Pledge to uncover and report costs for every financial product and service; identify and disclose all potential conflicts discovered.
Mark loves working with financial advisors and his mission is to transform the financial services industry from salespeople to Trusted Advisors.
To Get More Referrals You Have To Become More Referable
This fun, lively and thought-provoking talk inspires financial advisors to raise the level of their game by providing even more value to every Ideal Client. The premise of Mark's message is that we all know that those financial advisors who provide the most comprehensive financial services are the most highly compensated advisors in our industry and are the most indispensable to their clients. The financial services industry is changing and most advisors are ill-prepared or unable to...
