More Personal Than Finance - a podcast by Financial Planning Association

Tim Maurer, CFP®️, speaker, and author, is the Director of Advisor Development for Buckingham Wealth Partners. His motto, “personal finance is more personal than finance,” drives his writing, speaking, and of course, his financial planning work.

In our new episode of YAFPNW, Tim and Hannah discuss the meaning of that motto, as well as the skills planners need to excel and the impact we can make on our clients’ lives.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association