A Matter of Time cover art

A Matter of Time

Principles, Myths & Methods for the Hourly Financial Advisor

Preview
Try Premium Plus free
1 credit a month to buy any audiobook in our entire collection.
Access to thousands of additional audiobooks and Originals from the Plus Catalogue.
Member-only deals & discounts.
Auto-renews at $16.45/mo after 30 days. Cancel anytime.

A Matter of Time

By: Mark Berg, Matthew Jackson
Narrated by: Mark Berg, Matthew Jackson
Try Premium Plus free

Auto-renews at $16.45/mo after 30 days. Cancel anytime.

Buy Now for $9.99

Buy Now for $9.99

About this listen

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
Business Development & Entrepreneurship New Business Enterprises Personal Finance Mythology
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.