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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

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  2. Principles, Myths, and Methods for the Hourly Financial Advisor w/ Mark Berg, CFP®

Principles, Myths, and Methods for the Hourly Financial Advisor w/ Mark Berg, CFP®

Sep 2, 2022

Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice, according to Mark Berg, the founding principal of Timothy Financial Counsel. In this podcast, Berg discusses how to price, position, and deliver hourly advice; how to segment your client base and prospect for an entirely new clientele; how to develop a relationship-based approach and avoid a "transactional" mindset; and how to harness the potential of time-tracking to create a stable foundation for growth.