Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management

Tune 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 client communication strategies to help manage this? 

- How is the financial advisor community doing, on average, in the face of the mental and fiscal adversity that came along with the global pandemic? 

- What can advisors do to better take care of themselves so that they are better positioned to care for their clients’ needs?

https://www.linkedin.com/in/meghaanlurtz

Compliance Code: 0229-OAS-2/4/2022