Tim Maurer is a Certified Financial Planner®, Registered Life Planner®, and is the Chief Advisory Officer at SignatureFD and the author of Simple Money. A passionate speaker and educator, he has appeared on NBC’s TODAY Show, CNBC, NPR, and in The New York Times and The Wall Street Journal. Tim believes personal finance is more personal than it is finance, helping individuals and advisors align money with purpose.
Speaking Fee Range: $8,000-$10,000
Varies based on location, format, and customization.
Most of us fell in love with and became experts in doing the work of the advisory profession, but many of us have struggled to find an optimal approach to winning the work that is fully integrated into who we are as a person and as a professional. We recognize that in order to be healthy our business needs to grow, but we bristle at the word “sales” and may even consider it a necessary evil rather than a purposeful pursuit.
Winning the Work offers a different perspective and an approach to business development that is evidence-based, relationship-centric, and built on a chassis of generosity, rather than transactional selfishness. Best of all, it offers a three-fold method that advisors can start using today—that they can adapt and enjoy!
But no business development strategy will survive without concurrent personal and professional development tactics to ensure a holistic and complimentary ascent. Therefore, Winning the Work concludes with why and how we can and must be growing in life to maximize our potential at work.
We each have a unique story and an innate yearning for creating a narrative of our lives, as do our clients. Regardless of our technical capabilities, without the ability to see a client interaction as one in which we come beside them on their journey, joining our story with theirs, our ability to have a meaningful and lasting positive impact in their lives is limited. The ability to draw a story from our clients, helping them craft their own narrative, enables us to demonstrate how their lives and finances intersect. But without the ability to recognize and articulate our own story, we’re unable to effectively ignite those of others.
Financial planning is often limited to the study of our present and the creation of a design for our future. But we forget that recognition of our past helps explain our present and, without a better understanding, often dictates our future. Therefore, prior to writing the future of our story, we must explore its earlier chapters, both as planners and clients.
The financial services industry is stuck in an era of carrot-and-stick motivation, even though science passed such a system by decades ago. We’re stuck telling people what to do and how to do it without ever ensuring they understand why.
The research and writing of Daniel Kahneman, Richard Thaler, Cass Sunstein, Jonathan Haidt, Daniel Pink, Malcolm Gladwell, Simon Sinek, Chip and Dan Heath, Charles Duhigg, and James Clear collectively raise a big neon sign that reads: “The way we think people make decisions— and therefore the way we motivate people—is wrong.”
But there is good news: While not easy, the keys to effectively motivating our clients are surprisingly simple. Through stories grounded in evidence, Tim Maurer explains how to aggregate and apply the best of behavioral science and economics for the benefit of our clients and our practices.
“Tim is one of the most uniquely gifted people I know when it comes to seamlessly talking about life and money. I recently had the privilege of participating in a workshop Tim did with a large group of men. I was overwhelmed not only with the command he had of his subject matter, but with the way he served those he taught. Men left that workshop with a new paradigm of how money can be utilized to reach your life goals, without neglecting what is most important to you in trying to obtain it. When it comes to money concerns Tim is the person I looked to!”
Caleb Brown
“Tim is one of the most uniquely gifted people I know when it comes to seamlessly talking about life and money. I recently had the privilege of participating in a workshop Tim did with a large group of men. I was overwhelmed not only with the command he had of his subject matter, but with the way he served those he taught. Men left that workshop with a new paradigm of how money can be utilized to reach your life goals, without neglecting what is most important to you in trying to obtain it. When it comes to money concerns Tim is the person I looked to!”
Caleb Brown
