Episode 5– Considerations for Integrating Financial Psychology into Practice

Written By Ashley Quamme, LMFT

Dr. Meghaan Lurtz on LinkedIn

Visit Shaping Wealth

 

Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client emotions and improving communication. This episode draws on real-world experiences from Beyond the Plan and Shaping Wealth, emphasizing multiple pathways to success.

 

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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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