<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>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.Join us for ongoing learning and growth by subscribing to our podcast and connecting with our community on social media!<ul><li>Dr. Meghaan Lurtz on <a href='https://www.linkedin.com/in/meghaanlurtz/'>LinkedIn</a></li><li>Ashley Quamme on <a href='https://www.linkedin.com/in/ashley-quamme/'>LinkedIn</a></li></ul>

Text us to share what you found helpful! 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. Join us for ongoing learning and growth by subscribing to our podcast and connecting with our community on social media!Dr. Meghaan Lurtz on LinkedInAshley Quamme on LinkedIn

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>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.Join us for ongoing learning and growth by subscribing to our podcast and connecting with our community on social media!<ul><li>Dr. Meghaan Lurtz on <a href="https://www.linkedin.com/in/meghaanlurtz/" rel="noopener noreferrer">LinkedIn</a></li><li>Ashley Quamme on <a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">LinkedIn</a></li></ul>

2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz

Planning &amp; Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning &amp; Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:<ul><li>Mastering discovery and prospect meetings</li><li>Navigating difficult money conversations</li><li>Understanding client psychology</li><li>Building trust and deepening relationships</li><li>Managing emotional client situations</li><li>Enhancing communication skills</li><li>Developing behavioral finance strategies</li><li>Supporting clients through life transitions</li></ul> New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening relationshipsManaging emotional client situationsEnhancing communication skillsDeveloping behavioral finance strategiesSupporting clients through life transitions New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz

2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz

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