FPA LIVE with Tim Maurer on Winning the Work

In this conversation, we chat with Tim Maurer, CFP®, RLP®, Chief Advisory Officer at SignatureFD and keynote speaker at FPA NexGen Gathering 2025. Tim gives us a behind-the-scenes look at the themes of his keynote, Winning the Work: A Threefold Growth Plan for Professional Advisors. We explore why so many financial planners excel at doing the work but struggle with winning it—and how to shift our mindset around business development. Tim offers a relationship-first, evidence-based framework that makes growth feel authentic, generous, and deeply human. We also discuss how personal and professional development go hand in hand, and why investing in both is essential to long-term success.

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