<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmness, creating a welcoming environment for clients to share insights.We delve into the emotional aspects of asking questions, offering valuable advice for financial advising, marriages, and parenting. Gain practical tips for refining your questioning techniques, including AI tools for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions." Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.Connect with us below!<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>Visit <a href='https://www.shapingwealth.com/'>Shaping Wealth</a>

Text us to share what you found helpful! Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmness, creating a welcoming environment for clients to share insights. We delve into the emotional aspects of asking questions, offering valuable advice for financial advising, marriages, and parenting. Gain practical tips for refining your questioning techniques, including AI tools for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions." Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond. Connect with us below!Dr. Meghaan Lurtz on LinkedInAshley Quamme on LinkedInVisit Shaping Wealth

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmness, creating a welcoming environment for clients to share insights.We delve into the emotional aspects of asking questions, offering valuable advice for financial advising, marriages, and parenting. Gain practical tips for refining your questioning techniques, including AI tools for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions."&nbsp;Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.Connect with us below!<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>Visit <a href="https://www.shapingwealth.com/" rel="noopener noreferrer">Shaping Wealth</a>

4. How Not to Ask Stupid Questions 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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4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz

4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz

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