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32. How Financial Advisors Can Ask About Client Money History Without Overstepping with Meghaan Lurtz
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When clients seem stuck on financial decisions or react emotionally to planning recommendations, there's often more to the story than what shows up on their balance sheet. In this conversation with Meghaan Lurtz, we explore how financial advisors can ethically and effectively understand their clients' money history without overstepping into therapy territory.
Money history isn't just childhood memories - it's everything that happened before today that shapes how clients think, feel, and behave with money. From bankruptcy ten years ago to generational…
The skinny
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