Podcast Episode Details

147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer

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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 Disli

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  Published on 13 hours ago