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5. Considerations for Integrating Financial Psychology into Practice

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Manage episode 434403474 series 3584213
Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client emotions and improving communication. This episode draws on real-world experiences from Beyond the Plan and Shaping Wealth, emphasizing multiple pathways to success.

Learn more about the critical role of communication skills in financial planning and learn about the educational opportunities that can set you on the path to mastery. Programs from Kansas State University, the University of Georgia, Shaping Wealth, and the Financial Therapy Association are spotlighted, illustrating the importance of early integration and continuous professional development. Despite obstacles like time constraints and initial skepticism, Ashley Quamme and Dr. Meghaan Lurtz share actionable suggestions to embed these skills into your daily practice. We also highlight the significance of community support, encouraging collaboration with peers to enhance your financial therapy skill set.

Connect with us below!

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 434403474 series 3584213
Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Text us to share what you found helpful!

Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client emotions and improving communication. This episode draws on real-world experiences from Beyond the Plan and Shaping Wealth, emphasizing multiple pathways to success.

Learn more about the critical role of communication skills in financial planning and learn about the educational opportunities that can set you on the path to mastery. Programs from Kansas State University, the University of Georgia, Shaping Wealth, and the Financial Therapy Association are spotlighted, illustrating the importance of early integration and continuous professional development. Despite obstacles like time constraints and initial skepticism, Ashley Quamme and Dr. Meghaan Lurtz share actionable suggestions to embed these skills into your daily practice. We also highlight the significance of community support, encouraging collaboration with peers to enhance your financial therapy skill set.

Connect with us below!

  continue reading

28 episodes

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