Planning & Beyond® 2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz
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How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships.
Explore the principles of financial advising, grounded in logic, mathematics, and the trans-theoretical model of change. Learn how to overcome the biggest barrier for clients—not knowing how to change—with strategies tailored to their emotional, familial, and financial needs.
Get practical communication tips to enhance your advising practice, including motivational interviewing, emotional intelligence, and the power of curiosity. Plus, find out about the Navigator series from Shaping Wealth.
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