Nerd's Eye View

JUNE 11, 2024

Welcome to the 389th episode of the Financial Advisor Success Podcast ! Mark is the Founder of Timothy Financial Counsel, an RIA based in Wheaton, Illinois, that is on track to generate approximately $5 million in annual revenue this year serving 800 client households. My guest on today's podcast is Mark Berg.

Planning 246

Planning Financial Advisor Financial Counseling Clients 246

Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Nationwide Financial

NOVEMBER 10, 2022

Key Takeaways: Veteran and military clients are in the unique position to receive various benefits from the U.S. Helping your clients navigate these opportunities can be challenging, but the VA. When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider.

Financial Planning 52

Financial Planning Planning Education Clients 52

Your Richest Life

AUGUST 4, 2023

When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible.

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible. He was a wonderful man, and we all miss him dearly.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? Jay Abraham taught me a lot about putting my customers and clients at the center of my world. What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing? SETHI: Yes. From people?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130