Tim Maurer - A Logos Centered Approach to Advising

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Tim Maurer. Tim is an advisor, speaker and author. As Head of Wealth Management for Triad Financial Advisors, he is a Certified Financial Planner™ professional who strives to perpetually evolve their service for clients while partnering in the collective development of their advisory team. He wrote the book Simple Money and co-authored The Ultimate Financial Plan with best-selling author, Jim Stovall. He's also a member of the CNBC Financial Advisor Council and a regular contributor for Forbes. Tim is a proud father first and lives in Charleston, South Carolina where he and his boys are active members of their community. Outside of personal finance, his favorite pursuit is music, and he plays the drums and sings in an indie-bluesy-jazzy-rock band and at his church. He's also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.

Tune in to hear:

- What has Tim found helpful in helping clients to articulate their life purpose in a practical way?

- What is an effective life planning strategy for ultra-high net worth individuals that don’t have a super specific “raison d’etre?”

- How can we practically communicate to clients that they are whole and how do we create an environment that encourages them to draw from their internal resources?

- Does Victor Frankl or Logo Therapy have anything to teach us about how to connect with clients during times of great sadness and personal distress?

- Giving money away is found to reliably be a way in which “money can buy happiness.” Is it appropriate to introduce this concept to clients who don’t have a natural inclination towards altruism?

- What is paradoxical intention? Does this have a place within the field of financial advising?

- How does Tim Maurer try to introduce the Socratic dialogue in his work?

www.triadfa.com

www.timmaurer.com

Compliance Code: 1896-OAS-10/11/2022