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
*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here
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:
Connect with Tim Maurer:
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