The Exceptional Advisor Podcast

Principles, Myths, and Methods for the Hourly Financial Advisor w/ Mark Berg, CFP®


Listen Later

Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position, and deliver hourly advice; how to segment your client base and prospect for an entirely new clientele; how to develop a relationship-based approach and avoid a "transactional" mindset; and how to harness the potential of time-tracking to create a stable foundation for growth.

...more
View all episodesView all episodes
Download on the App Store

The Exceptional Advisor PodcastBy Investments & Wealth Institute

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

15 ratings