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Adviser links: spreadsheet knowledge

Abnormal Returns

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.

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Transcript: John Hope Bryant

The Big Picture

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. 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.

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