Statistics suggest that up to 80% of the recommendations made by financial planners are not implemented by those receiving the advice. Who's to blame? To be sure, both planners and their clients share responsibility. But is it possible that the lack of broad and comprehensive implementation of recommendations does not represent a failing on the part of the financial planner's implementation tactics, but instead a lack of attention paid to the formative stages of the financial planning process when the planner/client relationship is first established and explored?

Many have explored various routes to better understanding ourselves as advisors and our clients—foremost among them, George Kinder's "Life Planning," Kahler/Klontz's, "Integrated Financial Planning" and Money Quotient's "Financial Life Planning." Their work is inspiring to planners and clients across the country (and planet, really) as they have built on the foremost foundational step of the financial planning process—knowing our clients.

This session will re-examine the foundation of the financial planning process and introduce advanced thought processes and techniques designed to aid financial planners in the pursuit of better understanding and guiding clients.

• Discover why the majority of financial planning recommendations are never implemented
• Learn techniques from four different experts' perspectives on better communication with clients
• Determine the steps to better integrating your client processes and best facilitating mutual trust
• (Time permitting) Enhance client and prospect communication through social media

Featured Speaker:

Timothy J. Maurer, CFP is a Vice President at the Financial Consulate. He is a Certified Financial Planner™ (CFP®) practitioner, a member of the National Association of Personal Financial Advisors and the Financial Planning Association, and a graduate of Towson University. He is also an adjunct faculty member at Towson University teaching The Fundamentals of Financial Planning, and he recently co-authored the book, The Financial Crossroads: The Intersection of MONEY and LIFE, with international best-selling author, Jim Stovall.

With a passion for both personal finance and public speaking, Tim spearheads the firm's client and media communications. He has been active in television including appearances on CNBC, ABC's Nightline, WUSA Channel 9 (CBS in DC), WBAL-TV (NBC in Baltimore) and Fox 45 (in Baltimore). On the radio, he is the co-host of Money, Riches & Wealth, a financial radio show in Baltimore and has also been featured on the NPR program, Marketplace. In print, Tim has been quoted in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger's Personal Finance, U.S. News & World Report and Money magazine, among others. His professional mission is, "To connect with people and reframe the way they approach their finances." His love for what he does stems from his dedication to authentic community and his desire to shed light on the challenging and difficult topics of personal finance.