Latest / Financial Behavior Thought Leaders
Your Value Isn’t the Math. It’s the Meaning. With Tim Maurer
[embed]https://youtu.be/2sXoeEpEtyo[/embed] What if your greatest value as a financial advisor isn't your technical expertise, but your ability to uncover the story your clients aren't telling you? Tim Maurer joins us to explore why financial advisor storytelling and meaningful client communication are becoming more valuable than ever as AI transforms financial advising, and what that means for the future of the profession. Tim Maurer is a Certified Financial Planner™, author, and Partner at SignatureFD whose work sits at the intersection of financial planning, behavioral finance, and human…
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