Meghaan Lurtz

Join financial psychologist Meghaan Lurtz, an expert in personal financial planning, as she dives into the nuances of financial psychology. She explains its importance for advisers and highlights common communication gaps with clients. Discover how to effectively engage couples in financial discussions and build trust quickly through follow-up questions. Meghaan also emphasizes the need for structured conversations about values, urging advisers to practice their communication skills for better client relationships.

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.

Dr. Meghaan Lurtz, a leading expert on the psychology of financial planning and partner at Shaping Wealth, discusses the art of identifying perfect-fit prospects. She reveals how most prospects aren’t ready for advice and shares the best questions to ask during screening. Understanding the client’s mindset before meetings is crucial, as is fostering trust and meaningful conversations. Meghaan emphasizes the balance of personal connection and technology in improving client engagement and offers strategies for creating an effective screening process.