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Do you ever consider how money should create occasional joy for your clients? Or do you see your job as merely providing a guide map to retirement?
As advisors help counsel clients on how money can positively affect their overall well-being, they need to learn how to improve in their role as "financial therapists." On this Elementality, Reese welcomes a real financial therapist, Dr. Meghaan Lurtz, who examines why it may be time you learn how to bring more financial happiness to your clients.
By Jordan Haines, CFP®4.8
3535 ratings
Do you ever consider how money should create occasional joy for your clients? Or do you see your job as merely providing a guide map to retirement?
As advisors help counsel clients on how money can positively affect their overall well-being, they need to learn how to improve in their role as "financial therapists." On this Elementality, Reese welcomes a real financial therapist, Dr. Meghaan Lurtz, who examines why it may be time you learn how to bring more financial happiness to your clients.

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