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kate_mug.jpgKate Wilson Case-Study
Sign-up for Kate Wilson's Case Study to create step-by-step a plan to launch all the resources here on the site.

Sign up for the video lessons here at no charge

This case-study has three installments which will be emailed to you over the course of the next week at no charge, but you have to sign up to receive this important series of video lessons

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Speaking

Information about booking Mark McKenna Little to speak at your next event

Mark McKenna Little

Mark McKenna Little
Speaker, Author, Trusted Advisor

Mark is a speaker to the financial services industry and is best utilized to speak before groups of financial advisors.  For information about booking Mark to speak at your meeting, please call 888-467-8593.

The topics Mark speaks with the most authority is his experience building a community of ideal clients paying him a predictable recurring annual revenue of well-over $1million during 3 of the most obnoxious years in the financial markets. Mark's talks encourage financial advisors to do what he did:

  • Establish and ideal client profile so that you are clear to the marketplace about the client you serve best
  • How to respond to The Ten Pivotal Questions™ that all potential clients ask before hiring their Trusted Advisor
  • Install a highly consistent annual client meeting cycle as the "platform" for delivering checklist-driven fully comprehensive financial services
  • How to document every major process in your office so that your practice runs like a "Swiss watch"
  • Install The Ten Client Deliverables™ (fully comprehensive financial services) through a Best-in-Class team of Subject Matter Experts

 

The Kate Wilson Full Case-study


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The quickest way to gain an understanding of the methodology Mark discusses in all his talks is to watch the introduction to The Kate Wilson Full Case-study (click "play" to watch).

If the content is a good fit for your group, call to schedule a phone appointment with Mark to discuss your meeting objectives at 888-467-8593.

Demo CD

To request a CD of a talk Mark recently made to a group of financial advisors, please email rapidresponse@TrustedAdvisorToolkit.com.

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Click here for:
Testimonials for Mark's talks
Mark's Biography and fee schedule
One-Sheet for Mark McKenna Little

 

For those who have already booked Mark to Speak:
Mark's AV Requests
Introduction for Mark McKenna Little

Photos of Mark (various resolutions):
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Contact Information

Mark McKenna Little
7660 Fay Ave, H111
La Jolla, CA 92037

888-467-8593

mark@TrustedAdvisorToolkit.com

 

Mark's Administrative Manager:
Lorri Morin
877-212-0945 ext. 4

Lorri@TheFreedomExperience.com

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