Winning the Work:
A Threefold Growth Plan for
Professional Advisors

Tim Maurer, CFP, RLP
 

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!

However, no business development strategy will survive without concurrent personal and professional development tactics to ensure a holistic and complementary ascent. Therefore, Winning the Work concludes with why and how we can and must be growing in life to maximize our potential at work.

After attending this webinar, financial professionals will be able to:

1. Understand 3 big ideas that help differentiate between prospect and client interaction and communication

2. Develop 2 lists that provide an evidence-based approach to relationship management

3. Execute 1 weekly rhythm to optimize prospect, client, strategic partner, and center of influence communication

Additional Information:

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

This webinar will be recorded. NAIFA Live recordings can be found here. All webinar recordings can be found here. 

About the Presenter

Tim Maurer, CFP®, RLP®

Tim Maurer is the Chief Advisory Officer for SignatureFD. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. Tim’s second book, Simple Money, applies the academic findings of behavioral finance to the discipline of personal finance. He is a CNBC contributor and also writes for Forbes. A central theme drives Tim’s writing and speaking: Personal finance is more personal than it is finance.  Regardless of our income or net worth, Tim believes it is our underlying motivations and priorities that drive our behavior with money, which ultimately determines our satisfaction in work and life. Couching timely application in timeless wisdom, Tim educates at corporate events as well as in television, radio, print, and online media.  With a passion for relational communication, Tim has been featured on NBC's TODAY Show, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace, as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others. Tim is a husband and father first and lives in Atlanta, where he and his wife, Mika, and three children are active members of their community. Outside of personal finance, Tim’s favorite pursuit is music, and he plays the drums and sings in a few bands and at his church.  He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.