April NAIFA Live – Winning the Work: A Threefold Growth Plan for Professional Advisors

Join NAIFA on Thursday, April 16 from 12:00 pm to 1:00 pm Eastern for NAIFA Live featuring Tim Maurer, CFP, RLP, as he presents Winning the Work: A Threefold Growth Plan for Professional Advisors. This session will offer a different perspective on business development, one that is grounded in relationships, supported by evidence, and built on a foundation of generosity.

Many financial professionals are highly skilled at serving clients but struggle with finding an optimal approach to winning the work that is integrated into who we are as a person and as a professional. Traditional approaches to sales can feel disconnected from how advisors want to operate, often making growth feel forced rather than intentional. This webinar reframes that challenge by introducing a more natural and integrated way to approach business growth.

Tim Maurer will walk through a practical three-part framework designed to help advisors strengthen relationships, communicate more effectively, and create a consistent rhythm for business development. Attendees will learn how to better distinguish between prospect and client interactions, build structured approaches to managing relationships, and implement a weekly process that supports ongoing growth.

The session also emphasizes the connection between personal and professional development, highlighting how growth in one area supports success in the other. Advisors will come away with ideas they can begin applying immediately, along with a renewed perspective on how to approach business development in a way that aligns with who they are.

Register today to join the conversation and rediscover your passion for your business by fully integrating who you are – both personally and professionally.