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
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