Meeting with a prospective client who currently has a financial planner in the coming weeks? Try this:

How often do you discuss your values, and what impact does this have on your financial plan?

Good? There's more on the blog: https://substack.com/home/post/p-154330539

#Financialplanning #CFP

Meeting with a prospective client who currently has a financial planner in the coming weeks? Try this:

How often do you discuss your values, and what impact does this have on your financial plan?

Good? There's more on the blog: https://substack.com/home/post/p-154330539

#Financialplanning #CFP

Meeting with a prospective client who currently has a financial planner in the coming weeks? Try this:

How often do you discuss your values, and what impact does this have on your financial plan?

Good? There's more on the blog: https://substack.com/home/post/p-154330539

#Financialplanning #CFP

Ask a prospective client: How do you approach giving feedback when something isn't working in a professional relationship?

Check out my latest blog on this question and others about building better relationships. 

https://substack.com/home/post/p-154330539

What if we appreciated relationships like art? Intentionality and effort.

In my blog, I explore how this applies to life and financial planning—and offer questions to help you cultivate connection.

➡️ Check it out: https://meghaanlurtz.substack.com/publish/post/154330539

Generosity with time and attention says - you matter to me! 

Learn to ask questions about generosity, a key component of a healthy, professional financial planning relationship in my latest blog: https://substack.com/home/post/p-154330539

Start the new year giving and receiving generosity.

Ask & Understand

Ask: When you feel uncertain about a decision, what steps do you take to clarify your thoughts or emotions?

Understand: self-awareness and problem-solving tied to emotional responses.

Want more: https://substack.com/home/post/p-154330539

#SelfAwareness #EmotionalIntelligence

Ask & Understand:

Ask: How do you typically respond to unexpected financial changes or market volatility?

Understand: The individual's coping mechanisms (or lack thereof) and flexibility during change and uncertainty.

Want more: https://substack.com/home/post/p-154330539

Relationships are in crisis.

Yet, relationships are essential to well-being. In my latest blog, I explore better relationships and 21 questions to help you find them.

➡️ Dive in: https://meghaanlurtz.substack.com/publish/post/154330539

Gratitude is an essential component of healthy relationships.

Learn what questions you can ask to understand how prospective and current clients express gratitude in my latest blog: https://substack.com/home/post/p-154330539

Ask & Understand

Ask: What emotions do you associate with money (e.g., stress, excitement, fear)? How do you handle them?

Understand: The level of self-awareness clients have regarding finance and what they typically do (or not) to regulate

Want more: https://substack.com/home/post/p-154330539

How can you know how open someone is to change and growth? How can we understand more about the way prospective and current clients feel about facing a financial challenge? 

I've got 3 great questions for you on this very topic in my latest blog: https://substack.com/home/post/p-154330539