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- New
Condition: New
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Add to basketItem description from seller
Über den AutorrnrnMark 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 Sta.
Seller Inventory # 519062013
- Title
- A Matter of Time
- Author
- Berg, Mark|Jackson, Matthew
- Publisher
- Peak 2
- Publication year
- 2021
- Condition
- New
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1737576600
- ISBN 13
- 9781737576600
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.
"Synopsis" may belong to another edition of this title.
About the Author
Matthew Jackson began his consulting career in 2006, working on a variety of strategy, technology, and M&A-related projects across multiple industries. His career has included six years at Simon-Kucher & Partners, the world's leading pricing consultancy, where he worked with teams in Europe, the Middle East, and North America to help clients navigate value proposition and pricing issues.Since focusing on the field of financial advice full-time, he has authored numerous articles and white papers on the topic of pricing in financial advice and has been invited to speak at the AICPA, the Bob Veres Insider Forum, NAPFA, CFA Society, and the Trust Management Association.In 2019 he founded Dialektic, a consultancy that helps financial advice firms prepare for disruption through adaptive strategies. This work has included new approaches to proposition design, compensation systems, pricing structures, and operations management. He began working with Mark Berg on the current book in the summer of 2020.He holds a degree in classics from Oxford University and has held the Chartered Financial Analyst(R) designation since 2015. He lives in South Korea and works globally.
"About the title" may belong to another edition of this title.
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| Item | 26 to 60 business days | 26 to 60 business days |
|---|---|---|
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