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

$16.45 per month after 30 days. Cancel anytime.

Buy Now for $9.99

Buy Now for $9.99

Confirm Purchase
Pay using voucher balance (if applicable) then card ending in
By confirming your purchase, you agree to Audible's Conditions Of Use and Privacy Notice and authorise Audible to charge your designated credit card or another available credit card on file.
Cancel

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
New Business Enterprises Personal Finance

What listeners say about A Matter of Time

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

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.