Tune in to hear:

• What has Tim found helpful in helping clients to articulate their life purpose in a practical way?

• What is an effective life planning strategy for ultra-high net worth individuals that don’t have a super specific “raison d’etre?”

• How can we practically communicate to clients that they are whole and how do we create an environment that encourages them to draw from their internal resources?

• Does Victor Frankl or Logo Therapy have anything to teach us about how to connect with clients during times of great sadness and personal distress?

• Giving money away is found to reliably be a way in which “money can buy happiness.” Is it appropriate to introduce this concept to clients who don’t have a natural inclination towards altruism?

• What is paradoxical intention? Does this have a place within the field of financial advising?

• How does Tim Maurer try to introduce the Socratic dialogue in his work?

www.triadfa.com

www.timmaurer.com

Compliance Code: 1896-OAS-10/11/2022