Winning more clients and creating a more client-centric planning experience requires a shift.
A shift away from the numbers. A shift towards the human.
In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning.
Instead of relying on advisor-driven presentations, Tim focuses on connecting with what truly drives people - values, stories, and emotions - so that clients feel ownership of their plan. And they trust that you’re the person to guide them along the way.
You’ll Learn:
Tim’s 4 steps for human-first prospecting that converts
Ideas for building plans that clients embrace and act on
How to shift from advisor-driven to client-inspired advice
Why removing emotions from money is actually a mistake
A philosophy for using money to create memorable experiences
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Resources:
55: Infusing Life Into The Financial Planning Process with Tim Maurer
141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener
Thinking, Fast and Slow by Daniel Kahneman
Blink by Malcolm Gladwell
Die With Zero by Bill Perkins
Nudge by Richard H. Thaler and Cass R. Sunstein
Give to Grow by Mo Bunnell
The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga
The Wim Hof Method by Wim Hof
Connect with Brendan Frazier:
RFG Advisory
LinkedIn: Brendan Frazier
Connect with Tim Maurer:
SignatureFD
LinkedIn: Tim Maurer
About Our Guest:
As the Chief Advisory Officer at SignatureFD, Tim acts as the coach and advocate of their experienced corps of advisors in pursuit of the optimal delivery of their unique client experience. They partner with clients to "activate" their wealth in four key areas: Grow, Protect, Give, and Live. Anchoring in these core pillars offers a level of transparency to wealth management, enabling clients to better understand how they can use their wealth to achieve their goals and impact the things that matter most to them – what SignatureFD calls Net Worthwhile™.
A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. His third book, Simple Money, is an exploration of prescriptive personal finance through the lens of behavioral science. He is a regular CNBC contributor and writes for Forbes.com.
A central theme drives his writing and speaking: Personal finance is more personal than it is finance. Regardless of income or net worth, Tim believes it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life.
Couching timely application in timeless wisdom, he educates at private events as well as in television, radio, print, and online media. With a passion for relational communication, he has been featured on NBC's TODAY Show, CNBC, and ABC’s Nightline; on NPR programs The Diane Rehm Show and Marketplace; as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report, and Money magazine, among others.
Tim is a husband and father first and lives in Charleston, South Carolina, where his wife Mika and two boys, Kieran and Connor, are active members of their community. Outside of personal finance, his favorite pursuit is music, whether consuming or contributing on the drums, keys, or, only occasionally, the upright bass. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell,