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4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz
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Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmness, creating a welcoming environment for clients to share insights.
We delve into the emotional aspects of asking questions, offering valuable advice for financial advising, marriages, and parenting. Gain…
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