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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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Top 10 Personal Finance Books to Really Understand Money and Life

Looking for something new to read? If so, Tim Maurer’s list of his 10 favorite personal finance books could be a great place to start. Read more

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Tim Maurer’s Top 10 Personal Finance Books

In this video, Tim Maurer, director of advisor development for the BAM ALLIANCE, walks us through his wide-ranging library, which includes books that focus on financial planning, behavioral economics, life planning, and a bonus pair that aren’t necessarily about money but can help change the way you look at money.  Read more

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The Elephant in the Room: How the Financial Industry’s Shunning of Emotions Fails Its Clients

Behavioral economics can and should reframe how we look at our interaction with money, as well as the business of financial advice. 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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