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Coles A Matter of Time: Principles, Myths & Methods for the Hourly Financial Advisor at Bayshore Shopping Centre in Ottawa, ON
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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.
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.
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