Shows
TRAP: The Real Adviser Podcast82 - (Less) Lonely MoneyIn this latest pile of TRAP, the Trap Pack discussTopical TitbitsMeat and Potatoes: Guest Meghaan Lurtz on (Less) Lonely Money: https://meghaanlurtz.substack.com/TRAPist question(s) from Conor Cahalane https://www.linkedin.com/in/conorcahalanepromethean/Culture CornerShow links: http://tiny.cc/traplinks============================Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you!...
2025-10-231h 23
CPA Trendlines PodcastsDr. Meghaan Lurtz: Financial Psychology Transforms Client Conversations | Holistic Guide to Wealth ManagementNormalize money talk, foster belonging, and guide clients toward lives of meaning and well-being.By Rory Henry CFP®, BFA™For CPA TrendlinesSpreadsheets, 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 Weal...
2025-10-0650 min
Your Retirement Planning SimplifiedEP # 159 | Financial Psychology for Retirees In this episode of Retirement Planning Simplified, Joe Curry talks with Dr. Meghaan Lurtz, a financial psychology professor at Kansas State University. They explore why money decisions in retirement are often driven by emotions, not just numbers. You'll learn how to handle common retirement worries, manage money disagreements with your spouse, and build healthier money habits through intentional spending. She also explains "money scripts",the hidden beliefs shaping your financial behavior, and how financial planners can support more than just investments. Check out the show notes for EP159 HERE.
2025-09-1842 min
Planning & Beyond®32. How Financial Advisors Can Ask About Client Money History Without Overstepping with Meghaan LurtzText us to share what you found helpful!When clients seem stuck on financial decisions or react emotionally to planning recommendations, there's often more to the story than what shows up on their balance sheet. In this conversation with Meghaan Lurtz, we explore how financial advisors can ethically and effectively understand their clients' money history without overstepping into therapy territory.Money history isn't just childhood memories - it's everything that happened before today that shapes how clients think, feel, and behave with money. From bankruptcy ten years ago to generational patterns around financial security, understanding...
2025-08-291h 03
AICPA Personal Financial Planning (PFP)Turning Panic into Trust with Dr. LurtzWhen markets are volatile, your clients look to you for clarity—but before they can truly hear your technical advice, they may need something deeper: to feel emotionally steady and heard. In this episode, Dr. Meghaan Lurtz, behavioral scientist and partner at Shaping Wealth, joins host Cary Sinnett to explore the power of a question-led approach for CPA financial planners. You'll learn how leading with well-timed questions—not immediate answers—can reduce client panic, build trust, and actually enhance the effectiveness of your financial guidance. 💡 Key Takeaways for CPA Financial Planners: Why Questions Matter First: Ju...
2025-06-1320 minAICPA Personal Financial Planning (PFP)Turning Panic into Trust with Dr. LurtzWhen markets are volatile, your clients look to you for clarity—but before they can truly hear your technical advice, they may need something deeper: to feel emotionally steady and heard. In this episode, Dr. Meghaan Lurtz, behavioral scientist and partner at Shaping Wealth, joins host Cary Sinnett to explore the power of a question-led approach for CPA financial planners. You'll learn how leading with well-timed questions—not immediate answers—can reduce client panic, build trust, and actually enhance the effectiveness of your financial guidance. 💡 Key Takeaways for CPA Financial Planners: Why Questions Matter First: Ju...
2025-06-1320 min
AFO|Wealth Management ForwardThe Psychology Behind Good Questions w/ Dr. Meghaan LurtzIn this episode, Rory speaks with Dr. Meghaan Lurtz, a leading expert in the psychology of financial planning and Partner at Shaping Wealth, about how advisors can create more meaningful client connections through the power of questions. Meghaan unpacks why simple phrases like “Would you be willing?” can spark internal motivation and how financial professionals can use invitation-based language to lower anxiety and increase engagement. Discover the Fix, Find, Flourish framework to strengthen ongoing client relationships and why group accountability, social connection, and vision-based planning lead to greater financial well-being. Learn how questions like “What have you been thinking about...
2025-05-3053 minAICPA Personal Financial Planning (PFP)Financial Gratitude: The Behavioral Advantage Every CPA Planner Should LeverageIn this thought-provoking episode, Dr. Meghaan Lurtz joins Cary Sinnett to explore a deceptively simple concept with powerful implications: financial gratitude. Discover how shifting the conversation from scarcity to sufficiency helps clients make better long-term decisions, build trust, and find meaning in their financial journey—especially in volatile times. 💡 What You'll Learn: Why gratitude is more than a feeling—it's a behavior that shapes financial planning success How to introduce reflective questions that don't feel "woo-woo" in a CPA-led client meeting When not to invoke gratitude: understanding the line between healthy reflection and toxic positivity Practical ways to...
2025-05-0221 minAICPA Personal Financial Planning (PFP)Financial Gratitude: The Behavioral Advantage Every CPA Planner Should LeverageIn this thought-provoking episode, Dr. Meghaan Lurtz joins Cary Sinnett to explore a deceptively simple concept with powerful implications: financial gratitude. Discover how shifting the conversation from scarcity to sufficiency helps clients make better long-term decisions, build trust, and find meaning in their financial journey—especially in volatile times. 💡 What You'll Learn: Why gratitude is more than a feeling—it's a behavior that shapes financial planning success How to introduce reflective questions that don't feel "woo-woo" in a CPA-led client meeting When not to invoke gratitude: understanding the line between healthy reflection and toxic positivity Practical ways to...
2025-05-0221 min
Free LunchDoes Gender Make a Difference in Investing?Colin and Karyn sit down with Dr. Meghaan Lurtz, a leading expert in financial psychology, to explore how men and women approach investing. Do women really take fewer risks? What does it all mean for long-term success? Listen to the episode to find out!
2025-03-0539 min
The Human Side of Money133: Creating A Visual Discovery Meeting Experience with David ArmstrongIf you want to grow your advisory business by bringing on new clients, you have to get three things right:
Your marketing, messaging and meetings.
Marketing: You have to attract the right prospects and repel the wrong ones.
Messaging: You have to connect with the prospect.
Meetings: You have to create an experience that infuses trust and clarity.
Most advisors execute one or two of these at a high level.
But those excelling at all three are growing the fastest.
David Armstrong, President and Co-founder o...
2025-02-261h 42
The Human Side of Money133: Creating A Visual Discovery Meeting Experience with David ArmstrongIf you want to grow your advisory business by bringing on new clients, you have to get three things right:
Your marketing, messaging and meetings.
Marketing: You have to attract the right prospects and repel the wrong ones.
Messaging: You have to connect with the prospect.
Meetings: You have to create an experience that infuses trust and clarity.
Most advisors execute one or two of these at a high level.
But those excelling at all three are growing the fastest.
David Armstrong, President and Co-founder o...
2025-02-261h 42
Making Change with your MoneyHow To Bring Together Finances And Mental Health: An Interview With Dr. Meghaan Lurtz, Writer, Researcher, EducatorListen in and thrive as Dr. Meghaan Lurtz, a global expert in the psychology of financial planning, shares her expert insights on financial independence, career reinvention, and the mindset shifts that help women achieve freedom and flexibility.From her upbringing to her groundbreaking research, Meghaan reveals how understanding money as a tool for independence can empower women to fix, fine, and flourish in their financial journeys. Whether you're looking to gain confidence in your finances, embrace new career opportunities, or build lasting wealth, this expert story will inspire you to take control and dream bigger.✨ Ke...
2025-02-0850 minThe Human Side of Money125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan LurtzHere’s a question for you:
On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action?
If you answered anything less than an 8, you’re in good company.
Most advisors spend way too much time meeting with prospects only to find out they aren’t a good fit.
Fortunately, Meghaan Lurtz has researched and written about this process. In this episode, she reveals the steps to build a screening process that brings in prospe...
2024-11-011h 17The Human Side of Money125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan LurtzHere’s a question for you:
On a scale of 1-10, how confident are you that your screening process will yield conversations with prospects who are a good fit AND ready to take action?
If you answered anything less than an 8, you’re in good company.
Most advisors spend way too much time meeting with prospects only to find out they aren’t a good fit.
Fortunately, Meghaan Lurtz has researched and written about this process. In this episode, she reveals the steps to build a screening process that brings in prospe...
2024-11-011h 17The Human Side of Money122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac PresleyAre your clients drifting aimlessly or swimming purposefully towards their financial goals?
The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing.
In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using a “Family EOS” approach.
You’ll Learn:
The “Time Bucketing” exercise to help clients prioritize goals
The “Family EOS” approach and how to introduce it to clients
Why sending a pre-meeting video leads to better conversations
How the environment...
2024-09-181h 33The Human Side of Money122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac PresleyAre your clients drifting aimlessly or swimming purposefully towards their financial goals?
The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing.
In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using a “Family EOS” approach.
You’ll Learn:
The “Time Bucketing” exercise to help clients prioritize goals
The “Family EOS” approach and how to introduce it to clients
Why sending a pre-meeting video leads to better conversations
How the environment...
2024-09-181h 33The Human Side of Money121: A Playbook To Master The Human Side of Advice with Michael KitcesWhen you want to learn something about financial planning and advice, the ultimate source is Michael Kitces.
Most people know Michael is a spreadsheet-loving, technical wizard.
What most people don’t know is that he also fully believes in the human side.
In this episode, Michael explains the skills and processes advisors need to know on the path to mastering the human side of advice.
You’ll Learn:
What Michael says is the #1 skill for financial advisors
The drawbacks to marketing the human side to prospects
Why you can’t believe...
2024-09-041h 54The Human Side of Money121: A Playbook To Master The Human Side of Advice with Michael KitcesWhen you want to learn something about financial planning and advice, the ultimate source is Michael Kitces.
Most people know Michael is a spreadsheet-loving, technical wizard.
What most people don’t know is that he also fully believes in the human side.
In this episode, Michael explains the skills and processes advisors need to know on the path to mastering the human side of advice.
You’ll Learn:
What Michael says is the #1 skill for financial advisors
The drawbacks to marketing the human side to prospects
Why you can’t believe...
2024-09-041h 54Planning & Beyond®5. Considerations for Integrating Financial Psychology into PracticeText us to share what you found helpful!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.Learn more about the critical role of communication skills in financial planning and learn about the educational...
2024-08-1524 minPlanning & Beyond®4. How Not to Ask Stupid Questions with Dr. Meghaan LurtzText us to share what you found helpful!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.We delve into the emotional aspects of asking questions, offering valuable advice for financial advising, marriages, and parenting. Gain practical tips for refining your questioning techniques, including AI tools...
2024-08-0135 min
Retirement Tax Services PodcastThrowback “Asking the right questions on taxes” - with Meghaan LurtzThrowback to last summer’s most popular episode ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her insight on how Financial Advisors can more successfully navigate conversations around complex and emotional topics, like taxes. Much to Steven's delight Meghaan confirmed some of his beliefs on WHY taxpayers feel the way they do a...
2024-07-2936 minPlanning & Beyond®3. The Impact of Emotions on Professional Advice with Dr. Meghaan LurtzText us to share what you found helpful!Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactions.Discover the power of self-reflection and emotional intelligence through a compelling example of an advisor specializing in doctors. Learn about countertransference and how personal feelings can interfere with professional advice, and hear a candid...
2024-07-1830 min
Just Press RecordFrom Failure to Success: The Hidden Stages of Change with Dr. Meghaan Lurtz and Ted Merz
In this episode of Just Press Record, I had the pleasure of hosting Ted Merz, a prolific writer and storyteller, and Dr. Meghaan Lurtz, an expert in behavioral psychology and change. We dove deep into the fascinating world of the transtheoretical model of change, exploring how people navigate through different stages of behavioral transformation. Our conversation weaved through personal anecdotes, from dental hygiene habits to life-changing decisions, illustrating the complex interplay between emotions, behavior, and storytelling in the process of change. We discussed the impact of data and technology on our self-perceptions and the stories we tell ourselves. I...
2024-07-171h 10Planning & Beyond®2. Navigating Client Relationships in Financial Planning with Dr. Meghaan LurtzText us to share what you found helpful!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.Explore the principles of financial advising, grounded in logic, mathematics, and the trans-theoretical model of change. Learn how to overcome the biggest barrier for clients—not knowing how to change—with strategies tailored to their emotional, familial, and fina...
2024-07-0429 min
The Long ViewPeter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The Path: Accelerating Your Journey to Financial Freedom with Tony Robbins, and his latest, Money, Simplified. Peter graduated from the University of Kansas with four majors, including degrees in business administration and economics. He went on to earn a law degree and a Master of Business Administration...
2024-03-2651 min
MILMO ShowThe Impact Our Money Thoughts and Feelings Can HaveLike it or not, money makes you feel a certain way. Do you know what your thoughts and feelings about money are and how they weave into the areas of your life, like relationships and work? In this episode, Dr. Meghaan Lurtz shares how we can bring awareness to our thoughts and feelings about money to reach our financial goals. Dr. Lurtz, is a writer and Senior Research Associate with Kitces.com, a financial planning blog. She’s a Professor of Practice at Kansas State University, where she teaches courses for the Advanced Financial Planning Cert...
2024-01-1549 min
SHIFT with Ross MarinoScreening Questions for Prospective Clients with Meghaan LurtzMeghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
2023-12-2121 min
The Brainy Business | Understanding the Psychology of Why People Buy | Behavioral EconomicsUnlocking Deeper Connections: The Power of Thoughtful Questioning with Meghaan LurtzIn this episode of The Brainy Business podcast, you'll hear from guest Meghaan Lurtz, a finance and psychology expert, who is dedicated to improving communication skills, particularly in the context of difficult conversations surrounding money. She believes that the challenge lies not in the topic itself, but in what it represents in society and the shame associated with it. Meghaan's passion lies in helping individuals become skilled communicators who can ask thoughtful questions that support and connect with others. Through her work as a professor, she has witnessed the transformative power of asking questions in various settings, i...
2023-11-1745 min
The Most Hated F-WordThe Value of a Human-Centric Approach to Financial AdviceWith:
Jason Pereira MBA CFA® CFP® | Personal Finance and fintech Expert Writer | Podcaster | Public Speaker
Preet Banerjee | Behavioural Finance Expert | Keynote Speaker | Found of MoneyGaps
Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com
Mark McGrath CFP® CIM® CLU® | Financial Planner |
Aaron Hector, B.COMM., CFP, R.F.P., TEP | Private Wealth Advisor | Financial Planner
BIOs:
Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two decades of expertise in the field. He is a renowned writer, commentator, speaker, podcaster, and educator, specializing in financial planning, practice management, and fintech. Holding two degrees and nine...
2023-10-191h 04
People Business w/ O'Brien McMahonThe Psychology of Money (and Creating Healthy Habits) w/ Meghaan LurtzDr. Meghaan Lurtz is a Professor at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, an undergraduate adjunct professor through the University of Maryland system in their CFP program, and a writer and Senior Research Associate with Kitces.com, a financial planning blog. She is also a past president of the Financial Therapy Association. Mentioned in the Episode: Kitces: https://www.kitces.com/Change Your Questions Change Your Life (book): https://www.amazon.com/Change-Your-Questions-Life-4th/dp/1523091037Financial T...
2023-10-171h 00The Human Side of Money97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan LurtzLet’s face it…most advisors’ meetings with long-term clients are lackluster. You ask about life, the kids, any changes in their life, etc. Then, you tell them that everything looks good. They’re still on track. They leave and you do it all over again next year. And, that’s not bad. But, there’s a better way. There’s … Read More Read More
2023-10-111h 35The Human Side of Money97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan LurtzLet’s face it…most advisors’ meetings with long-term clients are lackluster.
You ask about life, the kids, any changes in their life, etc. Then, you tell them that everything looks good. They’re still on track. They leave and you do it all over again next year.
And, that’s not bad. But, there’s a better way. There’s a meeting that will strengthen your trust and connection, guide your clients to live their best lives, naturally display and reinforce your value
It’s called the “Re-Discovery” Meeting and Meghaan Lurtz shares the blueprint...
2023-10-111h 35
FutureProof Advisor PodcastIntegrating Financial Psychology into Financial Planning with Meghaan LurtzMeghaan Lurtz, Ph.D., Senior Research Associate at Kitces.com, Lecturer for Columbia University, Professor of Practice at Kansas State University, Assistant Professor at the University of Maryland University College, Member of the Board and International Expertise Counsel at the Financial Psychology Institute Europe, and Founding Strategic Advisor at Couplr, joins Matt on today’s episode of Bridging the Gap to dive into the fascinating world of behavioral economics and financial psychology. Meghaan walks listeners through her academic background, from her pursuit of multiple undergraduate degrees to her specialization in financial psychology, and how it all intersects in...
2023-08-2353 min
Untamed EthosThe Power of Inquiry: How to Ask Better Questions in FinanceWelcome to another episode of the Untamed Ethos podcast, hosted by Joshua Wilson, Founder at United Ethos Wealth Partners. In this episode, we delve into the intriguing topic of "The Power of Inquiry: How to Ask Better Questions in Finance." Joining us are esteemed guests Dr. Russell Rhoads, Clinical Associate Professor at Indiana University School of Business, and Meghaan Lurtz, Professor of Practice at Kansas State University and Senior Research Associate at Kitces.com.The episode kicks off with a warm welcome to Dr. Meghaan Lurtz, whose practical advice on executing financial strategies has been highly anticipated. D...
2023-08-031h 18Untamed EthosThe Power of Inquiry: How to Ask Better Questions in FinanceWelcome to another episode of the Untamed Ethos podcast, hosted by Joshua Wilson, Founder at United Ethos Wealth Partners. In this episode, we delve into the intriguing topic of "The Power of Inquiry: How to Ask Better Questions in Finance." Joining us are esteemed guests Dr. Russell Rhoads, Clinical Associate Professor at Indiana University School of Business, and Meghaan Lurtz, Professor of Practice at Kansas State University and Senior Research Associate at Kitces.com.The episode kicks off with a warm welcome to Dr. Meghaan Lurtz, whose practical advice on executing financial strategies has been highly anticipated. D...
2023-08-031h 18
On the Circuit16. Jason Wenk & Dr. Meghaan Lurtz on Creating a Mission-Driven Culture in Financial PlanningJason Wenk and Dr. Meghaan Lurtz discuss the importance of human-driven financial planning, bringing in gems of advice and practical guidance based on their personal experiences in the industry as well as relevant source material.Want to learn more about how Three Crowns can help you create your own podcast? Then be sure to check out the links below!Download our free ebook, The Advisor's Guide to Starting a PodcastConnect with a member of our podcasting teamLearn more about starting your own ...
2023-05-101h 07The Most Hated F-WordCreating a Flourishing Life with Positive Psychology and Money With Dr. Meghaan LurtzDr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com |
BIO:
Dr. Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University, a lecturer at Columbia University and a writer/researcher of financial psychology at Kitces.com. Her research focuses on studying practitioners of financial planning, financial therapy practices and interventions. Meghaan has been featured in various publications including the Journal of Financial Planning, Wall Street Journal, and New York Magazine. She is a board member for the Financial Therapy Association and Financial Psychology Institute Europe.
Intro:
Welcome to today's podcast, where we have th...
2023-04-2057 minThe Most Hated F-WordHow To Navigate Regret To Achieve Financial Fulfillment With Dr. Meghaan LurtzDr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com |
BIO:
Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University, a lecturer at Columbia University and a writer/researcher of financial psychology at Kitces.com. Her research focuses on studying practitioners of financial planning, financial therapy practices and interventions. Meghaan has been featured in various publications including the Journal of Financial Planning, Wall Street Journal, and New York Magazine. She is a board member for the Financial Therapy Association and Financial Psychology Institute Europe.
Why Your Should Listen:
In this episode, Meghaan explores th...
2023-04-1358 min
Ensombl Advice South Africa#77 Dr. Meghaan LurtzMeghaan is the Founding Strategic Advisor at Couplr and a Senior Research Associate at Kitces.com. She joins Louis to talk about how to approach having deeper conversations with clients, and the importance of mentor-to-mentor relationships in order to grow as an advisor.
Meghaan Lurtz LinkedIn: https://www.linkedin.com/in/meghaanlurtz/
Kitces Website: https://www.kitces.com/
Couplr Website: https://www.couplr.ai/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
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2023-03-0853 minSHIFT with Ross MarinoThe Why Behind Scaling a Practice with Meghaan LurtzMeghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.
2023-01-3020 min
HUM Curated Podcasts50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II) Podcast: The Human Side of Money (LS 43 · TOP 1.5% what is this?)Episode: 50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)Pub date: 2022-05-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization*This is Part II of the conversation. It’s a continuation of the previous episode (Episode 49). I highly recommend listening to Part I before diving into this one!* For financial advisors and planners to do their job at the highest level requires the ability to do two things: Uncov...
2022-06-011h 21
Rethink. Financial AdviceRebirth of the Proactive Advisor with Philipp Hecker & Dr. Meg Lurtz (Ep 22)Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem a lot of advisors aren’t as focused on being proactive when it comes to providing financial advice to their clients as we would like or expect. Some guidance is more relevant to times-of-life (think retirement, or college, or having a family), whereas others are driven by tax or legal deadlines. In this episode, Adam Holt and Derek Notman are joined by Philipp Hecker, CEO of Bento Engine & Dr. Meg Lurtz, Ph.D. in...
2022-05-2539 minThe Human Side of Money50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)This is Part II of the conversation. It’s a continuation of the previous episode (Episode 49). I highly recommend listening to Part I before diving into this one!
Dr. Meghaan Lurtz joined the show to explain the keys to unlocking the superpower of questions with prospects and clients.
We discuss:
The secrets to asking great questions that get great responses
Two types of questions designed to instill and build trust
Two types of questions designed to elicit information by getting the person to open up
Meghaan’s favorite question that she calls the “Swiss Army K...
2022-05-111h 21The Human Side of Money50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II)This is Part II of the conversation. It’s a continuation of the previous episode (Episode 49). I highly recommend listening to Part I before diving into this one! Dr. Meghaan Lurtz joined the show to explain the keys to unlocking the superpower of questions with prospects and clients. We discuss: The secrets to asking great … Read More Read More
2022-05-111h 21HUM Curated Podcasts49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I) Podcast: The Human Side of Money (LS 43 · TOP 1.5% what is this?)Episode: 49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)Pub date: 2022-04-27Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationFor financial advisors and planners to do their job at the highest level requires the ability to do two things: Uncover someone’s personal, intimate financial details Unearth someone’s values, emotions, hopes, dreams and fears about their money and their life Most people don’t talk about one of th...
2022-05-0358 minThe Human Side of Money49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)For financial advisors and planners to do their job at the highest level requires the ability to do two things:
Uncover someone’s personal, intimate financial details
Unearth someone’s values, emotions, hopes, dreams, and fears about their money and their life
Most people don’t talk about one of those things with anyone else in their life. And almost NO ONE talks about both with the same person without being under the influence of something!
That’s why the best financial advisors are masters at knowing how to ask the “right” questions that elicit trust and cr...
2022-04-2758 minThe Human Side of Money49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)For financial advisors and planners to do their job at the highest level requires the ability to do two things: Uncover someone’s personal, intimate financial details Unearth someone’s values, emotions, hopes, dreams and fears about their money and their life Most people don’t talk about one of those things with anyone else in their life. … Read More Read More
2022-04-2758 min
HUM Curated PodcastsDr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management Podcast: Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this?)Episode: Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth ManagementPub date: 2022-03-03Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationTune in to hear:- Of the “36 questions that lead to love,” what are a few that Dr. Lurtz zeros in on and what makes these questions so powerful? Can these be applied in client-advisor relationships as well? - What is the peak end...
2022-04-0155 min
Standard Deviations with Dr. Daniel CrosbyDr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth ManagementTune in to hear:- Of the “36 questions that lead to love,” what are a few that Dr. Lurtz zeros in on and what makes these questions so powerful? Can these be applied in client-advisor relationships as well? - What is the peak end rule and how can understanding it help us set better goals with our clients?- As practitioners, how can we drive home the salience of our future selves both for ourselves and our clients?- How can we distinguish financial stress from financial anxiety and what are some...
2022-03-0355 min
Internal Use OnlyPsychology & Financial Planning with Dr. Meghaan LurtzSend us a textMeghaan R. Lurtz, Ph.D. is a writer, educator and researcher who loves observing how psychology and financial planning intersect. Meghaan is a professor of practice at Kansas State University in their advanced financial planning track and an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is also a past President of the Financial Therapy Association. On top of all this, she is also a senior research associate for the well-know Kitces.com platform for wealth advisors. She joins today's show to discuss:Facilitating lectures w...
2022-01-1153 minThe Human Side of MoneyBONUS: The Application of Psychology in Financial PlanningWith the future of our profession continuing to shift towards the human side of advice and the CFP Board’s announcement earlier this year that they added “The Psychology of Financial Planning” as a principal knowledge topic, it’s becoming crucial for advisors to start familiarizing themselves with this aspect of the business.
At the same time, it’s too much to think that advisors and planners are all going to become experts in financial therapy, financial coaching, life planning, etc. on top of all the work that already comes with the job.
A couple weeks ago...
2021-12-221h 03
Money and the MindEp52: Happier Finances, Happier TimesAaron goes solo for this short episode on reducing complexity and adding meaning.Links:Living A Happier (Financial) Life By Deliberately Choosing "Less" by Meghaan Lurtz (Article from Kitces.com; the paper copy I was working from didn’t include a byline so I didn’t properly attribute Meghaan during the recording.)Dr. Mallinson episodeStrangers in Paradise: How Families Adapt to Wealth Across Generations by Dr. James GrubmanAudio outro: Phantogram, “Into Happiness”
2021-09-1313 min
A Smart Financial PlanA Smart Financial Plan – Ep. 10 – Dr.’s Tharp, Lurtz, & MielitzThis week I interviewed Dr.'s Derek Tharp, Meghaan Lurtz, and Kate Mielitz on their research into the gender pay gap in financial services, specifically those for financial planners and advisors. Their research was incredibly well done, but because of its subject matter, has incurred a decent level of controversy. In this interview, the researchers do an incredible job of detailing how they went about the research, what its limitations were, and the best practices both practitioners and firm owners are that can help the financial planning profession promote greater income equity.
2021-05-1337 min
Elementality for Financial Advisors | Elements Financial Vitals System™How to Bring Financial Joy to Your Clients With Dr. Meghaan LurtzDo 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.
2021-04-2748 min
A Smart Financial PlanA Smart Financial Plan – Ep. 1 – Dr. Meghaan LurtzFor our "pilot" episode of A Smart Financial Plan, we've invited Dr. Meghaan Lurtz to discuss her research, "Exploring Relationships Between Technology Use and Time Spent in the Financial Planning Process". This study was part of a larger study conducted by the research team with Kitces.com and had some particularly interesting and surprising findings around how the use of financial planning software, rather than making planning more efficient, simply makes planning deeper and more detailed.
2021-01-0637 min
A Smart Financial PlanA Smart Financial Plan – Ep. 1 – Dr. Meghaan LurtzFor our “pilot” episode of A Smart Financial Plan, we’ve invited Dr. Meghaan Lurtz to discuss her research, “Exploring Relationships Between Technology Use and Time Spent in the Financial Planning Process”. This study was part of a larger study conducted by the research team with Kitces.com and had some particularly interesting and surprising findings around how the use of financial planning software, rather than making planning more efficient, simply makes planning deeper and more detailed.
2021-01-0637 minThe Human Side of Money10: Meghaan Lurtz | Improving Client Behavior By Bridging the Gap Between Your Current and Future SelfMeghaan Lurtz (Twitter and LinkedIn) is a Senior Research Associate for Kitces.com, where she researches and writes on virtually everything that falls under the realm of the human side of money. She’s also involved with colleges and universities across the country in their financial planning programs and has her Ph.D. in Personal Financial Planning from Kansas State University.
One of her areas of expertise also happens to be one of the most underutilized, under-appreciated and most effective tools for improving behavior and igniting behavior change with clients or prospective clients. The ability to help so...
2020-11-171h 24
Minority MoneyMore Than a Piece of Paper: The Psychology of MoneyFinancial Therapy: two words I bet you never expected to see next to each other. Therapy is for couples, and childhood trauma, and things that have nothing to do with money… right? Actually, wrong. According to today’s guest. Meghaan Lurtz, Ph.D., president of the Financial Therapy Association, there is definitely a psychology to money. Join us today as we talk about how our deep-seated attitudes towards, and experiences with, money impact our financial planning.
2019-11-0148 min
In the BalanceMoney and MeAsk yourself honestly, how closely have you examined your emotional relationship with money? Or is it all a bit too awkward? Financial psychology - a relatively new discipline borne out of the USA - says we should all be doing exactly that. It joins the dots between psychology and financial planning, via behavioural economics and says it can help people understand their true relationship with money. Always in debt, but have a good salary? Ever wondered why your wealthy relative is so mean? Financial psychology might have the answer. Manuela Saragosa unravels some of these riddles with two experts...
2019-01-0527 min