Tim Maurer - How a Logos-Centered Advising Approach Can Transform Your Client Relationships
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.