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

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

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. Helping your clients navigate these opportunities can be challenging, but the VA. Financial veteran benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52

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

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

The Big Picture

MAY 30, 2023

BRYANT: We’ve had over 4 million clients, and we have 245 locations in 46 states. We’re the largest financial inclusion and financial literacy coaching organization in the country. BRYANT: No, these are just my clients who happen to be working at TSA. I have 245 locations today, Barry.

Banking 140

Banking Economics Economy Business Planning 140