A Matter of Time

Principles, Myths & Methods for the Hourly Financial Advisor

De: Mark Berg, Matthew Jackson

Narrado por: Mark Berg, Matthew Jackson

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 20 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 road map. Getting there is only a matter of time.

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2021 Mark Berg & Matthew Jackson (P)2021 Mark Berg & Matthew Jackson

Narration

This is a great book for the topic. I’m really glad I found it and plan on purchasing the physical copy too. However, after Mark Berg read the first chapter, we get a narrator who reads while whispering. He’s dedicated to saying his words precisely but it’s tough to listen to even after getting through the whole book.