The Human Side of Money Ep. 55: Infusing Life Into The Financial Planning Process with Tim Maurer

In this episode of The Human Side of Money podcast, Tim Maurer discusses various methods and the obstacles advisors can run into when generating meaningful conversations with clients. He also notes his relationship with MQ’s Amy Mullen and Carol Anderson.

“There’s something in our wiring as financial advisors that tends to prefer deferred gratification over enjoyment today … I believe that we need to find a balance between those things.”

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