Contact Mark McKenna Little...

...to Groups Within The Financial Services Industry

Here's information about booking Mark McKenna Little to speak at your next event

Mark McKenna Little

Speaker, Author, Trusted Advisor
Founder & Creator of The Trusted Advisor Toolkit™
A comprehensive, cloud-based , system for financial advisors to systematically increase your Referability Rating™

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

Mark's Keynote Talk

"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, "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 step-up and become the most trusted advisor in their clients' lives. Mark clearly describes the The Four Client Expectations™ a successful advisor will master to not only survive, but prevail as our industry moves away from compensation connected to products, like "Assets under management" (AUM).

Your audience will walk away inspired, motivated and crystal clear about what they will need to do to leave other financial advisors "in the dust" over the next decade.

Workshops and Break-out Session Topics

Becoming Indispensable: Potential Ideal Clients are willing to pay a financial advisor $50,000 for Comprehensive Financial Services if you are able and willing to fully deliver on The Four Client Expectations™. Learn how to provide The Ten Client Deliverables™ and make an Advisor P.A.C.T. with each of your Ideal Clients.
Improving Referability Through Astonishing Consistency: The Best Way™ of implementing exceptional systems & processes so that your clients are comfortable referring Potential Ideal Clients into your business.
Your Best Clients Know, You're Only As Good As Your Team: How to build and lead an extraordinary Deliverables Team of Subject Matter Experts
Delivering An Extraordinary Client Meeting Experience: Imagine that every one of your clients left every one of your client meetings with an overwhelming sense that they're on-track and making progress. Learn how to improve your clients' meeting experience.
Getting Your Most Stubborn Client to Begin Introducing You To Others: Improving your referral methodology is the key. Mark will share strategies designed to motivate clients who seldom give referrals to begin sharing the value you are providing with Potential Ideal Clients.