Jason Wenk and Dr. Meghaan Lurtz sat down with Three Crowns’ Brodrick Lothringer and Johnny Sandquist to explore the human side of financial planning in this episode, recorded live at the 2023 Shift conference.
With a deep-rooted belief in empowering financial advisors through innovative technology and a strong sense of purpose, Jason Wenk has played a pivotal role in shaking up the traditional finance world through his role as Founder and CEO at Altruist. His personal experience in building, selling, and witnessing the transformation of a company has given him a unique understanding of the importance of a human-first approach in finance.
Likewise, Dr. Meghaan Lurtz’s experience as Founder of Couplr, Professor of Practice at Kansas State University and a lecturer at Columbia University has given her firsthand knowledge of the importance of people in personal finance. Even with the rise of AI technology like ChatGPT, both Lurtz and Wenk know that robo-advisors are far from taking over the advisory experience.
In this episode of “On the Circuit,” hosts and guests delve into these two professional powerhouses’ backgrounds that lead to their current career roles. You’ll also hear their thoughts on the current state of financial planning – including how behavioral psychology and a human-first approach can help advisors connect with both clients and prospects.
“There’s no reason that psychologists, psychiatrists, marriage and family therapists, social workers – there’s no reason that they should have the market on being good communicators,” Lurtz explains. “These are skills that anybody can develop and there is immense value in developing those skills. Not to be therapists, but to be therapeutic – to be with other humans and be good at it.”
Listen to the full episode to learn more, or explore our other episodes to hear more expert takes on the human side of financial advice.
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