Meghaan Lurtz
Partner at Shaping Wealth and founding strategic advisor at Coupler. Holds a PhD in personal financial planning and has a background in financial therapy.
Best podcasts with Meghaan Lurtz
Ranked by the Snipd community
May 2, 2025 • 21min
Financial Gratitude: The Behavioral Advantage Every CPA Planner Should Leverage
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.
Nov 1, 2024 • 1h 17min
125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
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.
