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BAM Intelligence

The Foundational Aspects of Planning Your Legacy

Wealth Advisor Elliot Dole explores how taking the emotional risk to begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values. Read more

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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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Retirement: Is it Ever Too Early to Start Saving?

Tim Maurer talks retirement planning best practices with Lucy Nalpathanchil, host of WNPR’s Where We Live. Read more

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The Financial Planning Industry’s Feminine Famine With Eleanor Blayney

Manisha Thakor hosts Eleanor Blayney on a new MoneyZen Podcast. Read more

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Why I’m Hoping the Trump Administration Doesn’t Kill the DOL Fiduciary Rule

Tim Maurer on his journey to becoming a fiduciary financial advisor. Read more

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