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. Welcome everyone! Read More.

Planning 229

Planning Financial Advisor Financial Counseling Clients 229

Fortune Financial

JANUARY 11, 2024

Fortune Financial experts customizes financial workshops around your firm’s requirements to provide employees the information needed to make the best financial decisions. One-on-One Financial Counseling: Offer access to financial advisors for personalized financial planning and advice.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

The Big Picture

JUNE 6, 2023

I’ve always thought of you as like a financial advisor, but on the show, It’s almost like you’re a therapist/counselor. What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing? And that’s where I think people go wrong.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130