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Speaker Profile

Meghaan Lurtz Headshot Zoomed

MEGHAAN LURTZ
Ph.D., FBS™

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Specializes In: Financial Psychology and Other Cool Things
Travels From: Hutchinson, KS
Pricing: $6-7k In Person
$2-3k Virtual

 

Meghaan’s Bio Explore Insights from Meghaan

 

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Session Descriptions

Below you’ll find detailed session descriptions that include presentation learning objectives, topic areas, and a timed agenda outline. These materials are designed to support CE submission where applicable. Many of our technical sessions can be extended in duration based on your event needs—please reach out to [email protected] with any questions.

Upping Your Question Game: 25 Questions for Better Client Connections Throughout The Financial Planning Engagement .Docx PDF
Follow Up Questions – 17 Follow-Up Questions to Enrich Client Conversations  .Docx PDF
Fine to Flourish – Making Monitoring Meetings Fun Again! 
.Docx PDF
From Bell Curves to Behavior – Reframing Risk Conversations with Clients 
.Dock PDF
From Transference to Trust – Recognizing and Managing Emotional Undercurrents in Client Meetings
.Dock PDF

 

 

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