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A Matter of Time: Principles, Myths & Methods for the Hourly Financial Advisor

De (autor): Mark Berg

A Matter of Time: Principles, Myths & Methods for the Hourly Financial Advisor - Mark Berg

A Matter of Time: Principles, Myths & Methods for the Hourly Financial Advisor

De (autor): Mark Berg

Jackson, Matthew: - Matthew Jackson began his consulting career in 2006, working on a variety of strategy, technology, and M&A-related projects across multiple industries. His career has included six years at Simon-Kucher & Partners, the world's leading pricing consultancy, where he worked with teams in Europe, the Middle East, and North America to help clients navigate value proposition and pricing issues.Since focusing on the field of financial advice full-time, he has authored numerous articles and white papers on the topic of pricing in financial advice and has been invited to speak at the AICPA, the Bob Veres Insider Forum, NAPFA, CFA Society, and the Trust Management Association.In 2019 he founded Dialektic, a consultancy that helps financial advice firms prepare for disruption through adaptive strategies. This work has included new approaches to proposition design, compensation systems, pricing structures, and operations management. He began working with Mark Berg on the current book in the summer of 2020.He holds a degree in classics from Oxford University and has held the Chartered Financial Analyst(R) designation since 2015. He lives in South Korea and works globally.
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Jackson, Matthew: - Matthew Jackson began his consulting career in 2006, working on a variety of strategy, technology, and M&A-related projects across multiple industries. His career has included six years at Simon-Kucher & Partners, the world's leading pricing consultancy, where he worked with teams in Europe, the Middle East, and North America to help clients navigate value proposition and pricing issues.Since focusing on the field of financial advice full-time, he has authored numerous articles and white papers on the topic of pricing in financial advice and has been invited to speak at the AICPA, the Bob Veres Insider Forum, NAPFA, CFA Society, and the Trust Management Association.In 2019 he founded Dialektic, a consultancy that helps financial advice firms prepare for disruption through adaptive strategies. This work has included new approaches to proposition design, compensation systems, pricing structures, and operations management. He began working with Mark Berg on the current book in the summer of 2020.He holds a degree in classics from Oxford University and has held the Chartered Financial Analyst(R) designation since 2015. He lives in South Korea and works globally.
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