Planning & Beyond
4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz
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 for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions."
Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.
Connect with us below!
Visit Shaping Wealth
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 for self-assessment and readings like Warren Berger's "The Beautiful Book of Questions."
Don’t miss this episode. Stay tuned for more as we continue to inspire your journey of planning, growing, and going beyond.
Connect with us below!
Visit Shaping Wealth