Don’t just build a practice. Help build a new profession.
Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice. With the templates and tools in this book, you can reap the full benefits that it has to offer. Written for established and aspiring hourly financial planners alike, A Matter of Time lays out the challenges that lie in the path of the hourly practitioner, which often result from the tacit acceptance of many myths that surround the model. Drawing on insights acquired over twenty years of running and growing an award-winning hourly firm, the authors address these myths and show how the most common pitfalls can be avoided.
With practical illustrations, you’ll learn how to:
• Price, position, and deliver hourly advice
• Segment your client base and prospect for an entirely new clientele
• Develop a relationship-based approach and avoid a 'transactional’ mindset
• Harness the potential of time-tracking to create a stable foundation for growth
A new type of firm-and a new potential audience for financial advice-is awaiting the financial planning profession. You now have the roadmap. Getting there is only a matter of time.
O autorze
Mark Berg has been a fee-only financial counselor since 1995. He founded Timothy Financial Counsel, Inc., in 2000, which has since grown to become the largest fee-only, hourly-only financial planning firm in the United States. The Chicago-based firm has received multiple awards, including being recognized by Advisory HQ as among the Best Chicago Financial Advisors & Wealth Management Firms from 2015 to 2021.Mark is passionate about financial planning, best seen in his volunteer work through the National Association of Personal Financial Advisors(NAPFA) where he has served on both the regional and national boards and has sat on several committees, and provided mentorship for other advisors. Mark serves on both nonprofit and for-profit boards.In addition to participating as a speaker and panelist at conferences held by NAPFA, the AICPA, and the FPA, Mark has been quoted by a variety of publications, such as Forbes, Crain’s Chicago Business, Dow Jones Newswires, Wall Street Journal, Kiplinger’s, Chicago Tribune, Reader’s Digest, and Consumer Reports. He has also been interviewed by ABC 7 News and NBC television, as well as having been a guest expert on the Money Show on WGN.He holds a bachelor’s degree in economics from Wheaton College and is a CFP® professional. Mark and his wife, Cheryce, live in Wheaton, Illinois, and have three sons, Joshua, Ryan (Jacki), and Luke.
Więcej książek elektronicznych tego samego autora (ów) / Redaktor
254 716 Ebooki w tej kategorii
