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40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz
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You know the feeling. A couple walks into your office and you ask about their goals. They say "security" and "freedom" in the same breath, and you're thinking... aren't those kind of opposites? Or a client tells you they value family connection, but their calendar tells a completely different story. These moments highlight something we don't talk about enough in financial planning: we're not just managing money, we're creating experiences around what matters most.
Dr. Meghaan Lurtz returns to Planning & Beyond® for a special conversation about the work…
The skinny
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