In this engaging discussion, Dr. Meghaan Lurtz, a partner at Shaping Wealth and a founding strategic advisor at Coupler, shares her expertise on financial gratitude—a concept that goes beyond feel-good moments. She explains how shifting the focus from scarcity to sufficiency can lead to better client decisions and stronger relationships. Dr. Lurtz offers practical strategies for incorporating gratitude into meetings and communications, helping clients find meaning in their financial journeys, especially during tough times.
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insights INSIGHT
Gratitude as Action and Mindset
Gratitude is an active behavior we express, not just an internal feeling.
Showing gratitude creates connection and helps clients think long-term about finances.
question_answer ANECDOTE
Kerry's Alaska Homelessness Story
Kerry Sinnott shares a childhood story of living in tents during winter in Alaska with his family.
At the time, he felt no gratitude, but the experience later shaped his passion for financial planning.
volunteer_activism ADVICE
Use Reflective Gratitude Questions
Ask clients reflective questions like what financial aspect they are grateful for or who helped shape their values.
Use gratitude as a lens to review plans and deepen conversations without feeling "woo-woo."
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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:
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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