In volatile markets, financial professionals often feel pressured to offer immediate advice or reassurance. But what if the best way to guide is to pause and ask questions? In this session, Meghaan Lurtz, Ph.D., FBS™, Head of Learning and Development at Shaping Wealth, will introduce a practical, question-led framework rooted in behavioral science to help de-escalate emotion, rebuild client confidence, and make advice more impactful.
Ground Before You Guide – A Question-Led Approach to Market Stress
Date: September 16th, 2025
Time: 11:00 am EST
Date:
September 16th, 2025
Time:
11:00 am EST
Location:
Webcast
Event Type:
Live From Philly
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