How to Bring Financial Joy to Your Clients With Dr. Meghaan Lurtz

Do you ever consider how money should create occasional joy for your clients? Or do you see your job as merely providing a guide map to retirement?

As advisors help counsel clients on how money can positively affect their overall well-being, they need to learn how to improve in their role as “financial therapists.” On this Elementality, Reese welcomes a real financial therapist, Dr. Meghaan Lurtz, who examines why it may be time you learn how to bring more financial happiness to your clients.