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• Mark Mckenna Little is listed as 🔹I guarantee Financial Advisor Outcomes ⚡Training what I’ve successfully implemented myself 🔹 at The Mark of Mastery, a company with 3 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at thefreedomexperience.com and a matched LinkedIn profile for • Mark Mckenna Little.
• Mark Mckenna Little previously worked as Founder at The Mark Of Mastery and Founder and Creator at The Trusted Advisor Toolkit™. • Mark Mckenna Little holds Bachelor'S Degree, Liberal Arts And Sciences, General Studies And Humanities from Texas Christian University.
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WHAT I DO: I work with professional Financial Advisors who want to deliver radically different and better services to affluent Ideal Clients. If you want to be The Only Game in Town, this is the only step-by-step system for consistently exceeding the expectations of affluent Ideal Clients. Also the only program that will guarantee your outcome.WHAT CLIENTS SAY:🗣 “I engaged with Mark a few years ago when my financial advisory business had stalled. Since then, I’ve added 8 new ideal clients that generate over $300k in annual recurring revenue, and my profit margins have doubled. I’ve added an additional $500k in yearly net income as a direct result of Mark’s coaching. Also, Mark’s help with raising my fees will add another $250k in recurring revenue. Mark is excellent at results and always accessible!” – Scott Pearring, CEO, Seek First Financial 🗣 “When I found Mark, my business had stagnated and I had no measurable growth occurring. I’m kind of introverted and didn’t want to charge out into the community to find prospects, and I didn’t know how to talk to leads without coming across as sales-y or having ‘commission breath.’ Mark’s program showed me how to have meaningful conversations and acquire new clients without any of that. Since I started working with Mark, I’ve landed a new client worth $48k in annual recurring revenue and have several more that will be signing on soon.” - Dan Osgood, CEO, DCO Financial Management, Inc. SERVICES I PROVIDE:🤝 1-on-1 and Group Coaching💻 Online Courses, Workbooks, & Step-By-Step TrainingMY STORY: As an introvert who hates cold calling, to the point I was almost fired for refusing to use “pushy” sales tactics, I developed a breakthrough approach to client acquisition and lead generation in the early 2000s that resulted in a 5x of my financial advisory income, cut my hours in half and built a book of business featuring 100 “dream” clients.Today, I coach and train frustrated financial advisors who are tired of outdated and uncomfortable sales tactics and client acquisition methods.BENEFITS MY CLIENTS REALIZE:🚀 Client Acquisition📈 Increased Revenue💲 Optimal Fee Setting🛑 Managing Non-ideal Clients⚖️ Navigating Compliance Management🌟 Launching / Transitioning to Independent Status👥 Building & Leading a Skilled Team 🔄 Succession Planning🤝 Practice Mergers & Acquisitions🏢 Business Operations MasteryAWAY FROM WORK:✝️ Love Jesus🌴 Love My Daughter (who lives in the Caribbean)🥩 Love Being a Carnivore READY TO TALK?Phone: (Text or Call) 858-997-0593Email: Mark@AdvisorPACT.com
Listed skills include Wealth Management, Leadership, Management, Financial Services, and 39 others.
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WHAT I DO: I help professional retail Financial Advisors acquire new clients, increase revenue and generate endless referrals WITHOUT resorting to manipulative or “traditional” sales tactics. I provide the only step-by-step system for consistently exceeding the expectations of affluent Ideal Clients.WHAT CLIENTS SAY:🗣 “I engaged with Mark a few years ago.
🧰 WHAT IT IS: The Trusted Advisor Toolkit™ is a cloud-based client progress meeting software system coordinating 142 Deliverables Checkpoints™ for every member of your Ideal Client Community.👨💼 WHO IT IS FOR: Built for Financial Advisors who serve individuals and families, The Trusted Advisor Toolkit™ is an advanced program for experienced Financial.
New York, NY, US
WHAT I DO: I coordinate all the personal financial affairs for a small community of affluent families who all have a number of specific things in common with each other.WHO I WORK WITH: My long-term clients meet a strict profile and I generally only accept potential clients who are referrals from existing clients.WHY IT WORKS: We focus on the big picture.
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• Mark Mckenna Little works for The Mark of Mastery.
• Mark Mckenna Little is listed as 🔹I guarantee Financial Advisor Outcomes ⚡Training what I’ve successfully implemented myself 🔹 at The Mark of Mastery.
AeroLeads has found 1 work email signal at @thefreedomexperience.com for • Mark Mckenna Little at The Mark of Mastery.
• Mark Mckenna Little is based in San Diego, California, United States while working with The Mark of Mastery.
• Mark Mckenna Little has worked for The Mark Of Mastery, The Trusted Advisor Toolkit™, and Wall Street Services, Inc..
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• Mark Mckenna Little holds Bachelor'S Degree, Liberal Arts And Sciences, General Studies And Humanities from Texas Christian University.
• Mark Mckenna Little is listed with skills including Wealth Management, Leadership, Management, Financial Services, Entrepreneurship, Financial Advisory, Retirement Planning, and Investment Advisory.
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