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. 

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.

Thank you to Art Jetter Marketing for hosting this event! 

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