Shaping Wealth Strengthens Human-First Financial Guidance With Appointment of Dr. Meghaan Lurtz as Partner
April 25 2024 - 9:00AM
Business Wire
Combined strength of team drives innovation in
human-centric financial planning
Shaping Wealth, the global wealth industry’s premier learning
and development platform powering human-first financial guidance,
today announced the appointment of Dr. Meghaan Lurtz as Partner.
Dr. Lurtz, a leading global expert on the psychology of financial
planning and an esteemed educator, will play a pivotal role in
supporting Shaping Wealth's vision to enable funded contentment—the
ability to underwrite a meaningful life—for everyone.
“Meg brings an extraordinary blend of scholarly insight and
practical expertise to the Shaping Wealth team,” said Brian
Portnoy, CFA, Ph.D., founder of Shaping Wealth. “Her profound
understanding of financial psychology is perfectly aligned with our
core mission, and her appointment is pivotal as we continue to
innovate and serve a growing global community of motivated
financial advisors.”
Shaping Wealth, led by experts in applied behavioral finance,
emotional intelligence, and positive psychology, trains financial
advisors in the psychology of financial planning. Through its
innovative content, coaching, and technology, the firm delivers
modern, evidence-based research combined with timeless wisdom on a
life well-lived to guide and inspire the global wealth management
industry and beyond.
Dr. Lurtz will serve as learning and development specialist at
Shaping Wealth, and join the firm’s distinguished leadership team
under the direction of Dr. Portnoy and his co-founders Neil Bage,
behavioral science expert, and Dr. Joy Lere, licensed clinical
psychologist. Together, the team will continue to advance Shaping
Wealth’s mission to build the world’s leading engagement
platform—encompassing content, coaching, and community—to help
people understand, navigate, and improve the human experience of
money.
“Understanding the psychology of money is key to the future of
financial planning, and Shaping Wealth is leading the charge on a
global scale,” said Dr. Lurtz. “I’m thrilled to join the team and
look forward to contributing to our collective effort to enable
advice professionals and their clients to flourish.”
Dr. Lurtz brings an extensive background in applied behavioral
finance and financial planning education. Previously, she served as
Senior Research Associate at Kitces.com. She is also a dedicated
educator, holding Professor of Practice positions at Kansas State
University and Columbia University, specializing in Advanced
Financial Planning, Financial Therapy, and Financial Psychology.
Beyond academia, Dr. Lurtz actively contributes to the fintech
space, advising multiple financial technology boards on the
intersection of finance and mental health.
Her unique blend of academic rigor, industry experience, and
passion for empowering advice professionals through knowledge
complement the team’s expertise in neuroscience, psychology,
sociology, and philosophy.
Dr. Portnoy added, “With the depth and breadth of Dr. Lurtz’s
expertise, Shaping Wealth is poised to cover more ground in our
effort to catalyze human-centric financial guidance worldwide.”
Shaping Wealth's platform, supports advisors worldwide in
delivering superior client engagement through programs like
Building the Behavioral Advisor and Foundations of Behavioral
Advice and an always-on content and coaching engagement platform,
the Outsourced Chief Behavioral Officer (OCBO). These resources
foster a deep understanding of the human aspects of financial
planning, emphasizing emotional intelligence, resilience, and
client-centered strategies.
To learn more about Shaping Wealth and its services offered,
visit https://www.shapingwealth.com/.
About Shaping Wealth
Shaping Wealth is a leading provider of learning and training
solutions for the global wealth management industry, specifically
in applied behavioral finance and the psychology of financial
planning. Led by a team of experts in behavioral finance,
psychology, neuroscience, and financial planning, Shaping Wealth
develops coaching and content experiences designed to educate and
inspire advice firms ranging from small RIAs to Fortune 500
companies. The firm has pioneered “human first” financial guidance
through transformative programs such as Building the Behavioral
Advisor and the Foundations of Behavioral Advice. To partner with
Shaping Wealth in the humanizing of financial advice, visit us at
www.shapingwealth.com.
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Tina Powell Intention.ly for Shaping Wealth
shapingwealth@growintentionally.com 201-212-0072