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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间
spreadsheets, 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.
lurtz is one of the world’s leading experts on the psychology of financial planning. she is a professor of practice at kansas state university, where she teaches in the advanced financial planning and financial therapy certificate programs. she is also a lecturer at columbia university, where she teaches financial psychology. her research and teaching focus on how advisors can ask better questions and utilize positive psychology frameworks to deepen relationships with clients and keep them engaged in the long term.
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