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.
The Big Picture
MAY 30, 2023
Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. 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.
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