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BAM Intelligence

Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?

Tim Maurer explores how financial advisors can go beyond just sharing knowledge with their clients to truly inspire understanding and wisdom. Read more

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Solving for the Qualitative Deficit in Financial Planning

Tim Maurer in Forbes on why life planning is a vital part of financial planning. Read more

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Three Ways to Write Your Own Story, Like Baseball’s Daniel Norris

Know your values. Have the courage to live by them. Excel. Tim Maurer with a method for discerning your most important financial goals and some thoughts on what Blue Jays pitcher Daniel Norris can teach us about writing our own story. Read more

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Dealing With the ‘Personal’ in Personal Finance

Does your advisor know the real you? Tim Maurer gets personal on the topic of the adivsor/client relationship in this month’s post for Money magazine. A good read for advisors and clients alike! Read more

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