Episode 2– Navigating Client Relationships in Financial Planning

Written By Ashley Quamme, LMFT

Dr. Meghaan Lurtz on LinkedIn

 

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.

Listen to full episode :

Ashley Quamme, LMFT

Ashley works as a Financial Behavior Specialist and Financialt therapist. She is the Founder of Beyond the Plan™ and The Wealthy Marriage.

https://www.beyondthefp.com
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Episode 3– The Impact of Emotions on Professional Advice
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Episode 1– Stepping Into the Unknown: Launching ‘Planning & Beyond’