Sales increase to $ 1.4 million with (only) hourly financial planning fees with Mark Berg

TwitterTweet on Twitter FacebookShare on Facebook Google+Google+ PinterestPinterest
Sales increase to $ 1.4 million with (only) hourly financial planning fees with Mark Berg

Immediately’s visitor has fully destroyed the parable that hourly monetary planning can’t be scaled successfully. Mark Berg is the founding father of Timothy Monetary Counsel, a pure hourly monetary planning agency that earned $ 1.4 million in charges final 12 months. Maybe much more spectacular is that 75% of the corporate’s shoppers are recurrent hourly shoppers.

On this episode, Mark shares how he has efficiently expanded the attain of Timothy Monetary, in addition to why his shoppers are keen to pay between $ 280 and $ 400 per hour for monetary planning companies. Hear what led the corporate to achieve an unbelievable 83% closed-offs for certified leads final 12 months, why most consultants fail in hourly monetary planning regardless of the large alternatives to make use of this mannequin and far more.

Efficiency notes and extra data will be discovered at: https://www.kitces.com/64

You May Also Like

About the Author: financialplan

Leave a Reply

Your email address will not be published.