Personal Finance Is More Personal Than Finance w/ Tim Maurer

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AFO|Wealth Management Forward

For Entrepreneurs, Financial Advisors and Accountants

218 episodes

4 days ago

AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship. Designed for CPAs and financial advisors to help them grown their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.

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Personal Finance Is More Personal Than Finance w/ Tim Maurer

AFO|Wealth Management Forward

34 minutes 27 seconds

8 months ago

Personal Finance Is More Personal Than Finance w/ Tim Maurer

In this episode, Rory speaks with Tim Maurer, CFP®, registered life planner, and Chief Advisory Officer at Signature FD, as well as a regular contributor to CNBC and Forbes. Tim shares his philosophy that personal finance is more personal than finance, emphasizing the role of emotions, behavior, and storytelling in financial planning. Discover why most clients implement less than 20% of financial plan recommendations—and how behavioral finance can help bridge that gap. Learn how Tim’s Live, Grow, Protect, and Give framework transforms traditional financial planning by aligning money with our different stages of life. Tim also explores the power of narrative, drawing insights from Donald Miller’s StoryBrand approach, and explains why advisors should act as guides—not heroes—in their clients’ financial journeys. Are you curious about how to improve client engagement and create lasting impact? Want to learn how to move beyond numbers and help clients align their money with their life’s purpose? Find out the answers to these questions and more in this Personal Finance conversation with Tim Maurer.