In this what-to-do and how-to-do-it webinar, featuring successful Trusted Advisor Mark Little, you  will learn:

• What are truly Comprehensive Financial Services?
• How does that differ from what most Financial Advisors do?
• How does providing fully Comprehensive Financial Services give you a competitive advantage?
• How to charge for Comprehensive Financial Services.
• How does providing Comprehensive Financial Services insulate the Financial Advisor from the trend of declining asset fees / commissions?
• Learn how Comprehensive Financial Services prevent Financial Advisors from becoming a commodity in Potential Clients' minds.
• How does Comprehensive Financial Services insulate you from risking client relationships during market corrections and negativeeconomic events?
• How do you get started implementing truly Comprehensive Financial Services?

Mark Little is a Trusted Advisor in every sense of the term. He also is the first Trusted Advisor to reach the elite status of reaching his Ideal Life. However, at one point in his career, he was ready to leave the Financial Services industry; not because of production (he was the leading producer for his broker/dealer), but because he was overwhelmed by having to serve 1242 Clients while working an average of 84 hours during a six-day workweek. Sound familiar?

Rather than quit the business, Mr. Little decided to try one last thing: he would implement the principles of Values-Based Financial Planning™ with “ruthless execution”, as he likes to say. A remarkable thing happened: Mark optimized his practice. He identified 17 Ideal Client (among the 1242 he served) who helped him grow his Ideal Community to 91 Ideal Clients within an 18 month window. He was able to reduce his workweek to 36 hours during a three-day period while also quadrupling his production. Most importantly, his Ideal Clients loved the new level of attention they were able to receive, and they became extremely loyal Clients who entrusted Mark with 100% of their investible assets.