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3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz
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Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactions.
Discover the power of self-reflection and emotional intelligence through a compelling example of an advisor specializing in doctors. Learn about countertransference and how personal feelings can interfere…
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