menu
{ "item_title" : "A Matter of Time", "item_author" : [" Mark Berg", "Matthew Jackson "], "item_description" : "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 growthA 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.", "item_img_path" : "https://covers1.booksamillion.com/covers/bam/1/73/757/660/1737576600_b.jpg", "price_data" : { "retail_price" : "29.99", "online_price" : "29.99", "our_price" : "29.99", "club_price" : "29.99", "savings_pct" : "0", "savings_amt" : "0.00", "club_savings_pct" : "0", "club_savings_amt" : "0.00", "discount_pct" : "10", "store_price" : "" } }
A Matter of Time|Mark Berg

A Matter of Time : Principles, Myths & Methods for the Hourly Financial Advisor

local_shippingShip to Me
In Stock.
FREE Shipping for Club Members help

Overview

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.

This item is Non-Returnable

Details

  • ISBN-13: 9781737576600
  • ISBN-10: 1737576600
  • Publisher: Peak 2
  • Publish Date: September 2021
  • Dimensions: 9 x 6 x 0.38 inches
  • Shipping Weight: 0.76 pounds
  • Page Count: 142

Related Categories

You May Also Like...

    1

BAM Customer Reviews