Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management
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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 Management)Pub date: 2022-03-03[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/54ce0d4cddce4a19a14e5bfbd2593733/¬es=Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management))powered by Listen411) - fast audio-to-text and summarization
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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
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