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! 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. morningstar.com) Justin Castelli talks 'unanswered questions' with Melissa Joy about her chapter in "More Than Money."

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

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S.

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. Your Richest Life turns nine this month!

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. In my blog posts, I talk a lot about the importance of reflecting on the past in financial planning. Your Richest Life is ten!

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Clever Girl Finance

AUGUST 15, 2022

You'll figure out the best approach to saving, investing , and creating a solid financial plan. Be open to financial counseling. So if you know which buckets you fall in, it will only help you with money and marriage. Set mutual goals when it comes to your money and marriage.

Communication 94

Communication Accounting Budgeting Planning 94