Clients Financial Counseling Planning 
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.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
eMoney Advisor
DECEMBER 5, 2022
As a financial professional helping couples plan for the future, you have likely experienced the discomfort that can occur when conflict arises. 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.
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.
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.
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.
The Big Picture
MAY 30, 2023
And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.
Expert insights. Personalized for you.
246 
Let's personalize your content