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A Matter of Time: Principles, Myths & Methods for the Hourly Financial Advisor Hardcover – September 30, 2021

by Mark Berg (Author), Matthew Jackson (Author)
4.5 4.5 out of 5 stars 24 ratings
See all formats and editions
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Don't just build a practice. Help build a new profession.

Hourly counsel has the potential to be the fastest-growing segment in the delivery of financial advice. With the templates and tools in this book, you can reap the full benefits that it has to offer. Written for established and aspiring hourly financial planners alike, A Matter of Time lays out the challenges that lie in the path of the hourly practitioner, which often result from the tacit acceptance of many myths that surround the model. Drawing on insights acquired over twenty years of running and growing an award-winning hourly firm, the authors address these myths and show how the most common pitfalls can be avoided.

With practical illustrations, you'll learn how to:

- Price, position, and deliver hourly advice

- Segment your client base and prospect for an entirely new clientele

- Develop a relationship-based approach and avoid a "transactional" mindset

- Harness the potential of time-tracking to create a stable foundation for growth

A new type of firm-and a new potential audience for financial advice-is awaiting the financial planning profession. You now have the roadmap. Getting there is only a matter of time.

Previous slide of product details
  1. Print length
    142 pages
  2. Language
    English
  3. Publisher
    Peak 2
  4. Publication date
    September 30, 2021
  5. Dimensions
    6 x 0.38 x 9 inches
  6. ISBN-10
    1737576600
  7. ISBN-13
    978-1737576600
  8. See all details
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Editorial Reviews

Review

"A Matter of Time is absolutely fantastic! I just wish I had it ten years ago when I started my practice."

Anton Diedericks,

CFP., WellAdvised Financial Advisors, Hobart, Australia


"I liked how this book was divided into a why hourly and then how to make it successful. Personally, since I'm sold on the why already, I found the how part to be very informative and instructional. I like how the book discusses operations, revenue, profitability, scalability, all the types of things firm owners need to consider. I think this book will serve as a resource for those of us who are already in the industry or those who are pursuing the hourly model."

Feraud Calixte,

JD, CFP., Vantage Pointe Planning, Burlington, NC


"I can't tell you how much I enjoyed this book. It is clear and concise and contains very valuable information. It's going to help me as I take another look at my practice and decide how to proceed from here. I'm feeling some changes are in order. When I started, there were no hourly planners. It was completely unheard of. We now have no openings for new clients and we are desperate to have someone to refer prospects. I guess a trail has been blazed! Thank you for taking the time and effort to write this book. It is much needed."

Debbra Dillon,

CFP., Dillon Financial Planning, Inc., Eagle, ID

About the Author

Mark Berg has been a fee-only financial counselor since 1995. He founded Timothy Financial Counsel, Inc., in 2000, which has since grown to become the largest fee-only, hourly-only financial planning firm in the United States. The Chicago-based firm has received multiple awards, including being recognized by AdvisoryHQ as among the Best Chicago Financial Advisors & Wealth Management Firms from 2015 to 2021.Mark is passionate about financial planning, best seen in his volunteer work through the National Association of Personal Financial Advisors(NAPFA) where he has served on both the regional and national boards and has sat on several committees, and provided mentorship for otheradvisors. Mark serves on both nonprofit and for-profit boards.In addition to participating as a speaker and panelist at conferences held by NAPFA, the AICPA, and the FPA, Mark has been quoted by a variety of publications, such as Forbes, Crain's Chicago Business, Dow Jones Newswires, Wall Street Journal, Kiplinger's, Chicago Tribune, Reader's Digest, and Consumer Reports. He has also been interviewed by ABC 7 News and NBC television, as well as having been a guest expert on the Money Show on WGN.He holds a bachelor's degree in economics from Wheaton College and is a CFP(R) professional. Mark and his wife, Cheryce, live in Wheaton, Illinois, and have three sons, Joshua, Ryan (Jacki), and Luke.

Matthew Jackson began his consulting career in 2006, working on a variety of strategy, technology, and M&A-related projects across multiple industries. His career has included six years at Simon-Kucher & Partners, the world's leading pricing consultancy, where he worked with teams in Europe, the Middle East, and North America to help clients navigate value proposition and pricing issues.Since focusing on the field of financial advice full-time, he has authored numerous articles and white papers on the topic of pricing in financial advice and has been invited to speak at the AICPA, the Bob Veres Insider Forum, NAPFA, CFA Society, and the Trust Management Association.In 2019 he founded Dialektic, a consultancy that helps financial advice firms prepare for disruption through adaptive strategies. This work has included new approaches to proposition design, compensation systems, pricing structures, and operations management. He began working with Mark Berg on the current book in the summer of 2020.He holds a degree in classics from Oxford University and has held the Chartered Financial Analyst(R) designation since 2015. He lives in South Korea and works globally.

Product details

  • Publisher ‏ : ‎ Peak 2 (September 30, 2021)
  • Language ‏ : ‎ English
  • Hardcover ‏ : ‎ 142 pages
  • ISBN-10 ‏ : ‎ 1737576600
  • ISBN-13 ‏ : ‎ 978-1737576600
  • Item Weight ‏ : ‎ 12.2 ounces
  • Dimensions ‏ : ‎ 6 x 0.38 x 9 inches
  • Customer Reviews:
    4.5 4.5 out of 5 stars 24 ratings

About the authors

Follow authors to get new release updates, plus improved recommendations.
Previous page
  1. Mark Timothy Berg

    Mark Timothy Berg

    Brief content visible, double tap to read full content.
    Full content visible, double tap to read brief content.

    Mark Berg has been a fee-only financial counselor since 1995. He founded Timothy Financial Counsel, Inc., in 2000, which has since grown to become the largest fee-only, hourly-only financial planning firm in the United States. The Chicago-based firm has received multiple awards, including being recognized by AdvisoryHQ as among the Best Chicago Financial Advisors & Wealth Management Firms from 2015 to 2021.

    Mark is passionate about financial planning, best seen in his volunteer work through the National Association of Personal Financial Advisors

    (NAPFA) where he has served on both the regional and national boards and has sat on several committees, and provided mentorship for other

    advisors. Mark serves on both nonprofit and for-profit boards.

    In addition to participating as a speaker and panelist at conferences held by NAPFA, the AICPA, and the FPA, Mark has been quoted by a variety of publications, such as Forbes, Crain’s Chicago Business, Dow Jones Newswires, Wall Street Journal, Kiplinger’s, Chicago Tribune, Reader’s Digest, and Consumer Reports. He has also been interviewed by ABC 7 News and NBC television, as well as having been a guest expert on the Money Show on WGN.

    He holds a bachelor’s degree in economics from Wheaton College and is a CFP® professional. Mark and his wife, Cheryce, live in Wheaton, Illinois, and have three sons, Joshua, Ryan (Jacki), and Luke.

    See more on the author's page
  2. Matthew Jackson

    Matthew Jackson

    Brief content visible, double tap to read full content.
    Full content visible, double tap to read brief content.

    Matthew Jackson began his consulting career in 2006, working on a variety of strategy, technology, and M&A–related projects across multiple industries. His career has included six years at Simon-Kucher & Partners, the world’s leading pricing consultancy, where he worked with teams in Europe, the Middle East, and North America to help clients navigate value proposition and pricing issues.

    Since focusing on the field of financial advice full-time, he has authored numerous articles and white papers on the topic of pricing in financial advice and has been invited to speak at the AICPA, the Bob Veres Insider Forum, NAPFA, CFA Society, and the Trust Management Association.

    In 2019 he founded Dialektic, a consultancy that helps financial advice firms prepare for disruption through adaptive strategies. This work has included new approaches to proposition design, compensation systems, pricing structures, and operations management. He began working with Mark Berg on the current book in the summer of 2020.

    He holds a degree in classics from Oxford University and has held the Chartered Financial Analyst® designation since 2015. He lives in South Korea and works globally.

    See more on the author's page
Next page

Customer reviews

4.5 out of 5 stars
24 global ratings

Customers say

Customers find the book very helpful and inspirational for hourly planners. They say it's a fantastic resource with great reference points. Readers also describe the book as well-written and a quick read.

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InspirationReadability
4 customers mention "Inspiration"4 positive0 negative

Customers find the book very helpful and inspirational for hourly planners. They say it provides great reference points and is an important and informative resource. Readers also mention it's a great starting point for anyone looking to start an RIA that charges by the hour.

"Berg & Jackson have penned an important and informative book for hourly financial planners...." Read more

"...It's a quick read, and great reference points. You can learn from what works, and what doesn't work when creating your business model." Read more

"Very well done and inspiring." Read more

"Great read on hourly planning..." Read more

4 customers mention "Readability"4 positive0 negative

Customers find the book well-written, quick, and inspiring. They also appreciate the great reference points.

"...It was a quick read and very helpful to inspire me to go all in on hourly as my fee model...." Read more

"...It's a quick read, and great reference points. You can learn from what works, and what doesn't work when creating your business model." Read more

"This book is timely and well written. It explores all the areas of running an hourly practice from the pros and cons to tracking and hiring...." Read more

"Very well done and inspiring." Read more

Top reviews from the United States

Jamie
5.0 out of 5 stars Fantastic resource for hourly planners
Reviewed in the United States on May 8, 2023
Verified Purchase
Berg & Jackson have penned an important and informative book for hourly financial planners. The discussion ranges from myths, benefits, struggles, communication, pricing, and management, to measurement. It was a quick read and very helpful to inspire me to go all in on hourly as my fee model. I especially appreciate their discussion of how hourly as a fee model doesn’t preclude folks from having an ongoing financial planning relationship and that hourly is not solely for the middle class or those not able to be served under an AUM model.
Helpful
 Report
Marc Morgan
5.0 out of 5 stars Hourly Advisor
Reviewed in the United States on June 23, 2022
Verified Purchase
Great starting point for anyone looking to start and RIA that charges by the hour. It's a quick read, and great reference points. You can learn from what works, and what doesn't work when creating your business model.
Helpful
 Report
Timothy McKee
5.0 out of 5 stars Practical manual for an hourly firm
Reviewed in the United States on July 28, 2024
Verified Purchase
As an entrepreneur and sole CPA financial planner practitioner, I found this book to be a hands on primer for adopting the hourly fee approach. Even if project-based pricing is what a firm uses, the hourly methodology really does provide metrics for how time is spent and how profitable engagements are.
Helpful
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M. Morton
5.0 out of 5 stars Practical Insights on Operating an Hourly Business
Reviewed in the United States on April 6, 2022
Verified Purchase
This book is timely and well written. It explores all the areas of running an hourly practice from the pros and cons to tracking and hiring. I found the metrics discussed to be very illuminating. If you are thinking of delivering hourly advice or already do - then pick up this book to learn some tips from someone who has been doing it for decades. Highly recommend.
Helpful
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Mike S
5.0 out of 5 stars Great read on hourly planning
Reviewed in the United States on August 23, 2022
Verified Purchase
I couldn't put this book down once I received it. If you are on the fence about whether or not hourly planning is the way to go, it will become much clearer after reading this. The book does a great job at laying out the why and the how.
Helpful
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CRR
5.0 out of 5 stars Excellent!
Reviewed in the United States on March 2, 2022
Verified Purchase
Very well done and inspiring.
Helpful
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Marcel S.
5.0 out of 5 stars Changing the traditional fee structure of financial planning
Reviewed in the United States on February 4, 2022
Incredibly insightful! Reading all the methods and processes laid out by the author was absolutely eye-opening and helpful for those wanting to implement the hourly fee structure to a financial planning practice. Great overall comparison to the way law firms and attorneys bill their clients and why financial advisors should adopt that model.
Helpful
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Mike Kelly
5.0 out of 5 stars Great Read!
Reviewed in the United States on December 28, 2021
This book provides wonderful wisdom and insight beneficial to financial planners currently operating or in the process of building a firm that bills hourly.
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Top reviews from other countries

Alan Clarke
5.0 out of 5 stars A different approach that could open regulated advice to a wider market!
Reviewed in the United Kingdom on March 11, 2024
Verified Purchase
How we as IFAs traditionally charge clients (% of AUM) has always bugged me as it closes the door to a younger demographic, who potentially need our advice the most.
A Matter of Time introduces a "new" and tested way of charging clients that technically allows anyone to access Financial Advice.
You may not agree with Timothy Financial Counsel's method of charging clients but this book will encourage you to question the status quo of an industry that is constantly changing, except the way that we charge for our work.
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