17 Follow-Up Questions to Enrich Client Conversations - featuring Meghaan Lurtz
Wednesday, May 29, 2024 at 2:00 PM ET
Reserve My SpotPresented by
Wednesday, May 29, 2024 at 2:00 PM ET
Reserve My SpotPresented by
Webinar Agenda
One surefire way to build rapport and trust is by asking follow-up questions. In this webinar, advisors will learn why follow-up questions are so powerful for trust and connection. They will also learn how to use follow-up questions to strategically build rapport and trust in the early stages of a new financial planning engagement. Join Dr. Meghaan Lurtz and Andrew Ladwig from Wealthbox for a webinar on enriching client conversations with key follow-up questions.
This webinar will cover:
*This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required.
About Meghaan Lurtz
Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology at Kitces.com.
Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions. Her research and expertise have been featured in Journal of Financial Planning, Journal of Consumer Affairs, Financial Planning Review, Wall Street Journal, BBC, Million Dollar Roundtable, and New York Magazine. She has also contributed chapters to the CFP Board’s textbook, Client Psychology.
Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.
Wednesday, May 29, 2024 at 2:00 PM ET
