Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management
Update: 2025-10-06
Description
Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Spreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is about relationships, community, and helping clients solve financial challenges and build lives full of meaning and connection.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
