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.  <ul>
<li>
MORE <a href="https://cpatrendlines.com/author/rory-henrycpatrendlines-com/">Rory Henry and The Holistic Guide to Wealth Management</a>
</li>
<li>
BUY the <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/">Holistic Guide to Wealth Management</a>
</li>
</ul>Lurtz is one of the world’s leading experts on the psychology of financial planning. She is a Professor of Practice at Kansas State University, where she teaches in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. Her research and teaching focus on how advisors can ask better questions and utilize positive psychology frameworks to deepen relationships with clients and keep them engaged in the long term.

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. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management Lurtz is one of the world’s leading experts on the psychology of financial planning. She is a Professor of Practice at Kansas State University, where she teaches in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. Her research and teaching focus on how advisors can ask better questions and utilize positive psychology frameworks to deepen relationships with clients and keep them engaged in the long term.

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.&nbsp; <ul>
<li>
MORE <a href="https://cpatrendlines.com/author/rory-henrycpatrendlines-com/" rel="noopener noreferrer">Rory Henry and The Holistic Guide to Wealth Management</a>
</li>
<li>
BUY the <a href="https://cpatrendlines.com/shop/rh24hol-rory-henry-holistic-guide-to-wealth-management/" rel="noopener noreferrer">Holistic Guide to Wealth Management</a>
</li>
</ul>Lurtz is one of the world’s leading experts on the psychology of financial planning. She is a Professor of Practice at Kansas State University, where she teaches in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. Her research and teaching focus on how advisors can ask better questions and utilize positive psychology frameworks to deepen relationships with clients and keep them engaged in the long term.

Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.  We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.  We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.  Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Exclusive information. Extraordinary insight. See all podcast episodes here: <a href="https://cpatrendlines.com/category/podcast/" rel="noopener noreferrer">https://cpatrendlines.com/category/podcast/</a> CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.&nbsp; We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.&nbsp; We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.&nbsp; Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.&nbsp;

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Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management

Dr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth Management

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