Description:
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.
Brief description: Mark 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 States. The Chicago-based firm has received multiple awards, including being recognized by AdvisoryHQ as among the Best Chicago Financial Advisors & Wealth Management Firms from 2015 to 2021.Mark is passionate about financial planning, best seen in his volunteer work through the National Association of Personal Financial Advisors(NAPFA) where he has served on both the regional and national boards and has sat on several committees, and provided mentorship for otheradvisors. Mark serves on both nonprofit and for-profit boards.In addition to participating as a speaker and panelist at conferences held by NAPFA, the AICPA, and the FPA, Mark has been quoted by a variety of publications, such as Forbes, Crain's Chicago Business, Dow Jones Newswires, Wall Street Journal, Kiplinger's, Chicago Tribune, Reader's Digest, and Consumer Reports. He has also been interviewed by ABC 7 News and NBC television, as well as having been a guest expert on the Money Show on WGN.He holds a bachelor's degree in economics from Wheaton College and is a CFP(R) professional. Mark and his wife, Cheryce, live in Wheaton, Illinois, and have three sons, Joshua, Ryan (Jacki), and Luke.
Review Quotes:
"A Matter of Time is absolutely fantastic! I just wish I had it ten years ago when I started my practice."
Anton Diedericks,
CFP., WellAdvised Financial Advisors, Hobart, Australia
"I liked how this book was divided into a why hourly and then how to make it successful. Personally, since I'm sold on the why already, I found the how part to be very informative and instructional. I like how the book discusses operations, revenue, profitability, scalability, all the types of things firm owners need to consider. I think this book will serve as a resource for those of us who are already in the industry or those who are pursuing the hourly model."
Feraud Calixte,
JD, CFP., Vantage Pointe Planning, Burlington, NC
"I can't tell you how much I enjoyed this book. It is clear and concise and contains very valuable information. It's going to help me as I take another look at my practice and decide how to proceed from here. I'm feeling some changes are in order. When I started, there were no hourly planners. It was completely unheard of. We now have no openings for new clients and we are desperate to have someone to refer prospects. I guess a trail has been blazed! Thank you for taking the time and effort to write this book. It is much needed."
Debbra Dillon,
CFP., Dillon Financial Planning, Inc., Eagle, ID