@meghaanl.bsky.social
Think about a time you changed for the better.
Were you really alone?
Or was someone quietly (or loudly) standing beside you?
Who helped you feel capable when it mattered most?
#PersonalGrowth #LifeChanges #SupportSystem #Empowerment #SelfImprovement #PositiveChange #MentalHealthMatters
Were you really alone?
Or was someone quietly (or loudly) standing beside you?
Who helped you feel capable when it mattered most?
#PersonalGrowth #LifeChanges #SupportSystem #Empowerment #SelfImprovement #PositiveChange #MentalHealthMatters
June 4, 2025 at 1:20 PM
Think about a time you changed for the better.
Were you really alone?
Or was someone quietly (or loudly) standing beside you?
Who helped you feel capable when it mattered most?
#PersonalGrowth #LifeChanges #SupportSystem #Empowerment #SelfImprovement #PositiveChange #MentalHealthMatters
Were you really alone?
Or was someone quietly (or loudly) standing beside you?
Who helped you feel capable when it mattered most?
#PersonalGrowth #LifeChanges #SupportSystem #Empowerment #SelfImprovement #PositiveChange #MentalHealthMatters
You Don’t Need a Guru. You Need a Friend.
Self-help told us transformation was a solo act.
Science—and life—tells us otherwise.
Change happens in the company of others.
👇 Self-Help Is for Suckers drops Wednesday.
Subscribe now: https://substack.com/@meghaanlurtz
Self-help told us transformation was a solo act.
Science—and life—tells us otherwise.
Change happens in the company of others.
👇 Self-Help Is for Suckers drops Wednesday.
Subscribe now: https://substack.com/@meghaanlurtz
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
June 2, 2025 at 1:34 PM
You Don’t Need a Guru. You Need a Friend.
Self-help told us transformation was a solo act.
Science—and life—tells us otherwise.
Change happens in the company of others.
👇 Self-Help Is for Suckers drops Wednesday.
Subscribe now: https://substack.com/@meghaanlurtz
Self-help told us transformation was a solo act.
Science—and life—tells us otherwise.
Change happens in the company of others.
👇 Self-Help Is for Suckers drops Wednesday.
Subscribe now: https://substack.com/@meghaanlurtz
The Relationship Is the Intervention
Financial planners: You are not just delivering advice.
You are offering the only kind of help that works.
Real change is a shared act.
Read the full case for relational planning next week on Less Lonely Money.
Subscribe here: https://substack.com/@meghaanlurtz
Financial planners: You are not just delivering advice.
You are offering the only kind of help that works.
Real change is a shared act.
Read the full case for relational planning next week on Less Lonely Money.
Subscribe here: https://substack.com/@meghaanlurtz
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 30, 2025 at 2:40 PM
The Relationship Is the Intervention
Financial planners: You are not just delivering advice.
You are offering the only kind of help that works.
Real change is a shared act.
Read the full case for relational planning next week on Less Lonely Money.
Subscribe here: https://substack.com/@meghaanlurtz
Financial planners: You are not just delivering advice.
You are offering the only kind of help that works.
Real change is a shared act.
Read the full case for relational planning next week on Less Lonely Money.
Subscribe here: https://substack.com/@meghaanlurtz
Change Doesn’t Happen in Isolation
The most effective interventions—financial, emotional, behavioral—aren’t frameworks.
They’re friendships.
New piece coming soon: Self-Help Is for Suckers.
(Less) Lonely Money = More supported.
Subscribe now: https://substack.com/@meghaanlurtz
#Money #SelfHelp
The most effective interventions—financial, emotional, behavioral—aren’t frameworks.
They’re friendships.
New piece coming soon: Self-Help Is for Suckers.
(Less) Lonely Money = More supported.
Subscribe now: https://substack.com/@meghaanlurtz
#Money #SelfHelp
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 28, 2025 at 2:37 PM
Change Doesn’t Happen in Isolation
The most effective interventions—financial, emotional, behavioral—aren’t frameworks.
They’re friendships.
New piece coming soon: Self-Help Is for Suckers.
(Less) Lonely Money = More supported.
Subscribe now: https://substack.com/@meghaanlurtz
#Money #SelfHelp
The most effective interventions—financial, emotional, behavioral—aren’t frameworks.
They’re friendships.
New piece coming soon: Self-Help Is for Suckers.
(Less) Lonely Money = More supported.
Subscribe now: https://substack.com/@meghaanlurtz
#Money #SelfHelp
Self-Help: Promises Change, Often Delivers Shame
You’ve read the books; tried the plans.
Real transformation rarely shows up in the mirror
It shows up across from you—on the couch, on a call
Next on (Less) Lonely Money: Self-Help Is for Suckers.
Subscribe: https://substack.com/@meghaanlurtz
You’ve read the books; tried the plans.
Real transformation rarely shows up in the mirror
It shows up across from you—on the couch, on a call
Next on (Less) Lonely Money: Self-Help Is for Suckers.
Subscribe: https://substack.com/@meghaanlurtz
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 26, 2025 at 1:26 PM
Self-Help: Promises Change, Often Delivers Shame
You’ve read the books; tried the plans.
Real transformation rarely shows up in the mirror
It shows up across from you—on the couch, on a call
Next on (Less) Lonely Money: Self-Help Is for Suckers.
Subscribe: https://substack.com/@meghaanlurtz
You’ve read the books; tried the plans.
Real transformation rarely shows up in the mirror
It shows up across from you—on the couch, on a call
Next on (Less) Lonely Money: Self-Help Is for Suckers.
Subscribe: https://substack.com/@meghaanlurtz
What makes a financial advisor indispensable in the age of AI?
Not: logic, forecasting, optimization.
It’s reasoning with someone—to help them reflect, explain, and emotionally commit to their decisions.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships
Not: logic, forecasting, optimization.
It’s reasoning with someone—to help them reflect, explain, and emotionally commit to their decisions.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships
May 25, 2025 at 4:08 PM
What makes a financial advisor indispensable in the age of AI?
Not: logic, forecasting, optimization.
It’s reasoning with someone—to help them reflect, explain, and emotionally commit to their decisions.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships
Not: logic, forecasting, optimization.
It’s reasoning with someone—to help them reflect, explain, and emotionally commit to their decisions.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships
We don’t decide (well) in isolation.
Even when we think we’re thinking alone, we’re imagining how someone else might respond.
Humans need other humans.
→ Full reflection on Substack: https://substack.com/@meghaanlurtz
#financialplanning #humanadvice #advisorinsight
Even when we think we’re thinking alone, we’re imagining how someone else might respond.
Humans need other humans.
→ Full reflection on Substack: https://substack.com/@meghaanlurtz
#financialplanning #humanadvice #advisorinsight
May 24, 2025 at 2:23 PM
We don’t decide (well) in isolation.
Even when we think we’re thinking alone, we’re imagining how someone else might respond.
Humans need other humans.
→ Full reflection on Substack: https://substack.com/@meghaanlurtz
#financialplanning #humanadvice #advisorinsight
Even when we think we’re thinking alone, we’re imagining how someone else might respond.
Humans need other humans.
→ Full reflection on Substack: https://substack.com/@meghaanlurtz
#financialplanning #humanadvice #advisorinsight
I’ll never forget the moment my doctor gave me hard news.
It came from an AI scan. But it was *her* presence that made the news bearable.
Clients want the same thing:
Real presence. Not just information.
More human reflections: https://substack.com/@meghaanlurtz
#financialplanning #reasoning
It came from an AI scan. But it was *her* presence that made the news bearable.
Clients want the same thing:
Real presence. Not just information.
More human reflections: https://substack.com/@meghaanlurtz
#financialplanning #reasoning
May 23, 2025 at 12:08 PM
I’ll never forget the moment my doctor gave me hard news.
It came from an AI scan. But it was *her* presence that made the news bearable.
Clients want the same thing:
Real presence. Not just information.
More human reflections: https://substack.com/@meghaanlurtz
#financialplanning #reasoning
It came from an AI scan. But it was *her* presence that made the news bearable.
Clients want the same thing:
Real presence. Not just information.
More human reflections: https://substack.com/@meghaanlurtz
#financialplanning #reasoning
AI won't sit across from someone whose marriage is falling apart and say,
“I’m still here.”
It won’t pause when a client starts crying.
You’re not just a planner.
You’re a witness.
AI can’t do that.
You can.
→ Read the full essay: https://substack.com/@meghaanlurtz
#financialplanning
“I’m still here.”
It won’t pause when a client starts crying.
You’re not just a planner.
You’re a witness.
AI can’t do that.
You can.
→ Read the full essay: https://substack.com/@meghaanlurtz
#financialplanning
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 21, 2025 at 12:07 PM
AI won't sit across from someone whose marriage is falling apart and say,
“I’m still here.”
It won’t pause when a client starts crying.
You’re not just a planner.
You’re a witness.
AI can’t do that.
You can.
→ Read the full essay: https://substack.com/@meghaanlurtz
#financialplanning
“I’m still here.”
It won’t pause when a client starts crying.
You’re not just a planner.
You’re a witness.
AI can’t do that.
You can.
→ Read the full essay: https://substack.com/@meghaanlurtz
#financialplanning
Logic might get someone to listen.
It won’t make them act.
That requires trust. Context. Relationship.
Financial advisors don’t just explain options.
They create space for transformation.
#financialplanning #emotionalintelligence #advisorinsight
It won’t make them act.
That requires trust. Context. Relationship.
Financial advisors don’t just explain options.
They create space for transformation.
#financialplanning #emotionalintelligence #advisorinsight
May 20, 2025 at 12:17 PM
Logic might get someone to listen.
It won’t make them act.
That requires trust. Context. Relationship.
Financial advisors don’t just explain options.
They create space for transformation.
#financialplanning #emotionalintelligence #advisorinsight
It won’t make them act.
That requires trust. Context. Relationship.
Financial advisors don’t just explain options.
They create space for transformation.
#financialplanning #emotionalintelligence #advisorinsight
AI can tell me what to do with my money.
It just can’t tell me why I keep sabotaging myself.
Or why I’m afraid to talk to my partner about it.
That’s where advisors come in.
→ Full piece here: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #advisorinsight
It just can’t tell me why I keep sabotaging myself.
Or why I’m afraid to talk to my partner about it.
That’s where advisors come in.
→ Full piece here: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #advisorinsight
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 18, 2025 at 12:26 PM
AI can tell me what to do with my money.
It just can’t tell me why I keep sabotaging myself.
Or why I’m afraid to talk to my partner about it.
That’s where advisors come in.
→ Full piece here: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #advisorinsight
It just can’t tell me why I keep sabotaging myself.
Or why I’m afraid to talk to my partner about it.
That’s where advisors come in.
→ Full piece here: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #advisorinsight
AI is not your competition.
It’s your proof.
Proof that logic isn’t enough.
Proof that presence, context, and trust are the difference-makers.
AI might *start* the conversation.
You see it through.
Read: https://substack.com/@meghaanlurtz
#financialplanning #trustmatters #humanadvice
It’s your proof.
Proof that logic isn’t enough.
Proof that presence, context, and trust are the difference-makers.
AI might *start* the conversation.
You see it through.
Read: https://substack.com/@meghaanlurtz
#financialplanning #trustmatters #humanadvice
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 17, 2025 at 12:29 PM
AI is not your competition.
It’s your proof.
Proof that logic isn’t enough.
Proof that presence, context, and trust are the difference-makers.
AI might *start* the conversation.
You see it through.
Read: https://substack.com/@meghaanlurtz
#financialplanning #trustmatters #humanadvice
It’s your proof.
Proof that logic isn’t enough.
Proof that presence, context, and trust are the difference-makers.
AI might *start* the conversation.
You see it through.
Read: https://substack.com/@meghaanlurtz
#financialplanning #trustmatters #humanadvice
Confirmation bias is not a bug.
According to the Argumentative Theory of Reason, it’s a feature.
This changes how we frame advice.
More on the theory and what it means for financial planning on Substack.
https://substack.com/@meghaanlurtz
#financialplanning #AIandadvice #clientrelationships
According to the Argumentative Theory of Reason, it’s a feature.
This changes how we frame advice.
More on the theory and what it means for financial planning on Substack.
https://substack.com/@meghaanlurtz
#financialplanning #AIandadvice #clientrelationships
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 16, 2025 at 12:07 PM
Confirmation bias is not a bug.
According to the Argumentative Theory of Reason, it’s a feature.
This changes how we frame advice.
More on the theory and what it means for financial planning on Substack.
https://substack.com/@meghaanlurtz
#financialplanning #AIandadvice #clientrelationships
According to the Argumentative Theory of Reason, it’s a feature.
This changes how we frame advice.
More on the theory and what it means for financial planning on Substack.
https://substack.com/@meghaanlurtz
#financialplanning #AIandadvice #clientrelationships
Let’s be blunt.
If your entire value is “I give smart answers,”
AI is coming for you.
But if your value is “I help people change,”
AI doesn’t stand a chance.
→ Read the whole thing: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #AIandadvice
If your entire value is “I give smart answers,”
AI is coming for you.
But if your value is “I help people change,”
AI doesn’t stand a chance.
→ Read the whole thing: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #AIandadvice
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 14, 2025 at 12:12 PM
Let’s be blunt.
If your entire value is “I give smart answers,”
AI is coming for you.
But if your value is “I help people change,”
AI doesn’t stand a chance.
→ Read the whole thing: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #AIandadvice
If your entire value is “I give smart answers,”
AI is coming for you.
But if your value is “I help people change,”
AI doesn’t stand a chance.
→ Read the whole thing: https://substack.com/@meghaanlurtz
#financialplanning #behavioralfinance #AIandadvice
When was the last time a client made a “less optimal” decision, and you supported them anyway?
Maybe it wasn’t logical.
And it honored their values.
That’s the kind of advice AI will never understand.
More here: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice
Maybe it wasn’t logical.
And it honored their values.
That’s the kind of advice AI will never understand.
More here: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice
May 13, 2025 at 12:17 PM
When was the last time a client made a “less optimal” decision, and you supported them anyway?
Maybe it wasn’t logical.
And it honored their values.
That’s the kind of advice AI will never understand.
More here: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice
Maybe it wasn’t logical.
And it honored their values.
That’s the kind of advice AI will never understand.
More here: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice
Ask & Understand
Ask: What steps do you take to adjust your financial goals when life circumstances change?
Understand: Another's adaptability and collaboration in navigating change.
#Collaboration #LifeChanges #GoalSetting #FinancialAdvice #NavigateChange #GrowthMindset
Ask: What steps do you take to adjust your financial goals when life circumstances change?
Understand: Another's adaptability and collaboration in navigating change.
#Collaboration #LifeChanges #GoalSetting #FinancialAdvice #NavigateChange #GrowthMindset
May 12, 2025 at 2:34 PM
Ask & Understand
Ask: What steps do you take to adjust your financial goals when life circumstances change?
Understand: Another's adaptability and collaboration in navigating change.
#Collaboration #LifeChanges #GoalSetting #FinancialAdvice #NavigateChange #GrowthMindset
Ask: What steps do you take to adjust your financial goals when life circumstances change?
Understand: Another's adaptability and collaboration in navigating change.
#Collaboration #LifeChanges #GoalSetting #FinancialAdvice #NavigateChange #GrowthMindset
You don’t have to compete with AI.
You just have to stop acting like a spreadsheet with a pulse.
Your job isn’t to be more logical.
It’s to be more human.
The future of advice isn’t cold perfection.
It’s warm conversation.
→ Read: https://substack.com/@meghaanlurtz
#financialplanning
You just have to stop acting like a spreadsheet with a pulse.
Your job isn’t to be more logical.
It’s to be more human.
The future of advice isn’t cold perfection.
It’s warm conversation.
→ Read: https://substack.com/@meghaanlurtz
#financialplanning
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 11, 2025 at 1:19 PM
You don’t have to compete with AI.
You just have to stop acting like a spreadsheet with a pulse.
Your job isn’t to be more logical.
It’s to be more human.
The future of advice isn’t cold perfection.
It’s warm conversation.
→ Read: https://substack.com/@meghaanlurtz
#financialplanning
You just have to stop acting like a spreadsheet with a pulse.
Your job isn’t to be more logical.
It’s to be more human.
The future of advice isn’t cold perfection.
It’s warm conversation.
→ Read: https://substack.com/@meghaanlurtz
#financialplanning
Advisors: What question do you ask when a client understands the logic but can't move forward?
Share below. I’ll go first:
“What would make this feel more like your decision?”
Not just plans. Facilitate ownership.
→ More prompts in the essay: https://substack.com/@meghaanlurtz
#financialplanning
Share below. I’ll go first:
“What would make this feel more like your decision?”
Not just plans. Facilitate ownership.
→ More prompts in the essay: https://substack.com/@meghaanlurtz
#financialplanning
May 10, 2025 at 12:18 PM
Advisors: What question do you ask when a client understands the logic but can't move forward?
Share below. I’ll go first:
“What would make this feel more like your decision?”
Not just plans. Facilitate ownership.
→ More prompts in the essay: https://substack.com/@meghaanlurtz
#financialplanning
Share below. I’ll go first:
“What would make this feel more like your decision?”
Not just plans. Facilitate ownership.
→ More prompts in the essay: https://substack.com/@meghaanlurtz
#financialplanning
What if the rise of AI is a reminder?
Clients don’t just want answers.
They want to feel confident.
They want to feel understood before they act.
That’s what human advisors offer.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships #AIandadvice
Clients don’t just want answers.
They want to feel confident.
They want to feel understood before they act.
That’s what human advisors offer.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships #AIandadvice
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 9, 2025 at 12:07 PM
What if the rise of AI is a reminder?
Clients don’t just want answers.
They want to feel confident.
They want to feel understood before they act.
That’s what human advisors offer.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships #AIandadvice
Clients don’t just want answers.
They want to feel confident.
They want to feel understood before they act.
That’s what human advisors offer.
→ Full essay: https://substack.com/@meghaanlurtz
#financialplanning #clientrelationships #AIandadvice
If financial advice were just about logic, planners would be gone.
But it’s not.
Never was.
We’re in the business of identity.
Of narrative.
AI is a tool.
You’re a relationship.
That’s why you matter.
And always will.
→ More: https://substack.com/@meghaanlurtz
#financialplanning
But it’s not.
Never was.
We’re in the business of identity.
Of narrative.
AI is a tool.
You’re a relationship.
That’s why you matter.
And always will.
→ More: https://substack.com/@meghaanlurtz
#financialplanning
May 7, 2025 at 3:00 PM
If financial advice were just about logic, planners would be gone.
But it’s not.
Never was.
We’re in the business of identity.
Of narrative.
AI is a tool.
You’re a relationship.
That’s why you matter.
And always will.
→ More: https://substack.com/@meghaanlurtz
#financialplanning
But it’s not.
Never was.
We’re in the business of identity.
Of narrative.
AI is a tool.
You’re a relationship.
That’s why you matter.
And always will.
→ More: https://substack.com/@meghaanlurtz
#financialplanning
Do you help clients make better decisions?
Do they feel the decision is theirs?
That distinction is the difference between logic and transformation.
Between compliance and commitment.
Between advice and agency.
It’s also where human advisors outperform any algorithm.
#financialplanning
Do they feel the decision is theirs?
That distinction is the difference between logic and transformation.
Between compliance and commitment.
Between advice and agency.
It’s also where human advisors outperform any algorithm.
#financialplanning
May 6, 2025 at 12:03 PM
Do you help clients make better decisions?
Do they feel the decision is theirs?
That distinction is the difference between logic and transformation.
Between compliance and commitment.
Between advice and agency.
It’s also where human advisors outperform any algorithm.
#financialplanning
Do they feel the decision is theirs?
That distinction is the difference between logic and transformation.
Between compliance and commitment.
Between advice and agency.
It’s also where human advisors outperform any algorithm.
#financialplanning
Ask & Understand
Ask: What role do you expect your financial advisor to play during periods of uncertainty or change?
Understand: Relationship expectations during critical moments.
#ClientExpectations #FinancialPlanning #Uncertainty #AdvisoryRole #WealthManagement
Ask: What role do you expect your financial advisor to play during periods of uncertainty or change?
Understand: Relationship expectations during critical moments.
#ClientExpectations #FinancialPlanning #Uncertainty #AdvisoryRole #WealthManagement
May 5, 2025 at 2:35 PM
Ask & Understand
Ask: What role do you expect your financial advisor to play during periods of uncertainty or change?
Understand: Relationship expectations during critical moments.
#ClientExpectations #FinancialPlanning #Uncertainty #AdvisoryRole #WealthManagement
Ask: What role do you expect your financial advisor to play during periods of uncertainty or change?
Understand: Relationship expectations during critical moments.
#ClientExpectations #FinancialPlanning #Uncertainty #AdvisoryRole #WealthManagement
The more AI enters financial planning, the more clients will crave real conversations.
Your value isn’t shrinking.
It’s becoming clearer.
→ More on what advisors do that AI can’t drops later this week: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice #AIandadvice
Your value isn’t shrinking.
It’s becoming clearer.
→ More on what advisors do that AI can’t drops later this week: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice #AIandadvice
Meghaan Lurtz | Substack
Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.
substack.com
May 4, 2025 at 2:53 PM
The more AI enters financial planning, the more clients will crave real conversations.
Your value isn’t shrinking.
It’s becoming clearer.
→ More on what advisors do that AI can’t drops later this week: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice #AIandadvice
Your value isn’t shrinking.
It’s becoming clearer.
→ More on what advisors do that AI can’t drops later this week: https://substack.com/@meghaanlurtz
#financialplanning #futureofadvice #AIandadvice
AI can answer questions. But it can’t always ask the right ones.
It won’t say:
“Who else influences this decision?”
That’s your edge.
Sign up for my free Substack newsletter. The article on AI and advice drops next week:
https://substack.com/@meghaanlurtz
#financialplanning
It won’t say:
“Who else influences this decision?”
That’s your edge.
Sign up for my free Substack newsletter. The article on AI and advice drops next week:
https://substack.com/@meghaanlurtz
#financialplanning
May 3, 2025 at 2:47 PM
AI can answer questions. But it can’t always ask the right ones.
It won’t say:
“Who else influences this decision?”
That’s your edge.
Sign up for my free Substack newsletter. The article on AI and advice drops next week:
https://substack.com/@meghaanlurtz
#financialplanning
It won’t say:
“Who else influences this decision?”
That’s your edge.
Sign up for my free Substack newsletter. The article on AI and advice drops next week:
https://substack.com/@meghaanlurtz
#financialplanning
Who has influenced how you think about money? A parent? A mentor? My grandmother shaped mine, not by talking about finance, but by showing me what abundance looked like in the smallest of ways. Who shaped your perspective?
May 2, 2025 at 7:33 PM
Who has influenced how you think about money? A parent? A mentor? My grandmother shaped mine, not by talking about finance, but by showing me what abundance looked like in the smallest of ways. Who shaped your perspective?