In this thought-provoking episode, Dr. Meghaan Lurtz joins Cary Sinnett to explore a deceptively simple concept with powerful implications: financial gratitude. Discover how shifting the conversation from scarcity to sufficiency helps clients make better long-term decisions, build trust, and find meaning in their financial journey—especially in volatile times.
💡 What You’ll Learn:
- Why gratitude is more than a feeling—it’s a behavior that shapes financial planning success
- How to introduce reflective questions that don't feel “woo-woo” in a CPA-led client meeting
- When not to invoke gratitude: understanding the line between healthy reflection and toxic positivity
- Practical ways to weave gratitude into your meetings, newsletters, and client appreciation events
- How this subtle shift leads to stronger client connections, better retention, and higher satisfaction
💬 Key Quote:
“Gratitude changes the conversation, not just the mood. It’s not about ignoring tough realities—it’s about helping clients find agency, perspective, and partnership in the plan.”
📘 Perfect For: CPA planners who want to differentiate themselves with a human-first approach—without sacrificing technical precision.
Resources:
Dr. Lurtz has designed resources for financial advisors who want to create more emotionally intelligent and connection-rich client conversations:
(Less) Lonely Money Grandmas and Gratitude. (Less) Lonely Meetings The Kind of Gratitude that Brings Us Closer.
AICPA:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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