Episode 4– How Not to Ask Stupid Questions

Written By Ashley Quamme, LMFT

Dr. Meghaan Lurtz on LinkedIn

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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.

 

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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