• Mark Mckenna Little Email & Phone Number

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 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 TrainingBENEFITS 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 Mastery

🧰 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 Advisors who are growing. 💻 HOW IT WORKS: Our online software system helps you scale your business as large as you like while improving the Client Experience as you grow. INVITE ONLY: The Toolkit System is in high demand, usually has a waiting list to join, and is offered to qualified Financial Advisors by invitation only.📈 PROGRAM RESULTS: The Toolkit System helps Financial Advisors build and lead a team of 5 Subject Matter Experts who deliver Truly Comprehensive Financial Services™ to a community of Ideal Clients. The system focuses on preparing for an extraordinary client meeting experience for each Ideal Client at least 3 times per year. The Team Goal is to utilize the system resources to exceed every Ideal Clients' expectations resulting in a continually increasing rate of client referrals. The Annual Referral Rate™ (TARR) is the measurement of success utilized for The Trusted Advisor Toolkit™ system, and mastery of the system indicates a team has effectively implemented all 11 steps of The Toolkit System.

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 and each client's highest priorities first. By establishing financial priorities, our clients are able to quickly get their "financial houses" in perfect order. By committing to meet with my team and me 3 times each year, together we're able to stay ahead of issues and keep all areas of personal finance in order forever. WHAT MAKES ME DIFFERENT: I help people design their ideal lives and then work with a team of experts to make it a reality as fast as possible. By committing to being indispensable, our clients appreciate how a proactive approach ensures financial opportunities aren't missed and that there aren't financial surprises. Clients tell us they're making better financial decisions in all areas of finance as a result of working with our team.HOW IT WORKS: We work with you to identify your most deeply held values and your most important goals. Then we create a comprehensive written lifetime financial strategy to bring it to fruition. We meet with every client at least once every four months to measure progress and confirm the overarching plan is on track.

Bachelor'S Degree, Liberal Arts And Sciences, General Studies And Humanities

Copenhagen, Denmark