40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz Artwork

Planning & Beyond®

Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting.

Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships.

Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers.

Topics include:

Mastering discovery and prospect meetings
Navigating difficult money conversations
Understanding client psychology
Building trust and deepening relationships
Managing emotional client situations
Enhancing communication skills
Developing behavioral finance strategies
Supporting clients through life transitions

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Planning & Beyond®

40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz

January 01, 2026 • Ashley Quamme

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You know the feeling. A couple walks into your office and you ask about their goals. They say "security" and "freedom" in the same breath, and you're thinking... aren't those kind of opposites? Or a client tells you they value family connection, but their calendar tells a completely different story. These moments highlight something we don't talk about enough in financial planning: we're not just managing money, we're creating experiences around what matters most.

Dr. Meghaan Lurtz returns to Planning & Beyond® for a special conversation about the work we've been doing behind the scenes at Beyond the Plan®. Instead of a traditional interview, Meg and I are pulling back the curtain on something we're calling the Five Core Domains framework: security and freedom, connection and relationship, growth and discovery, health and vitality, and impact and legacy.

Here's what makes this different from other values-based approaches you've heard about. These domains aren't just conversation starters or discovery questions. They're the foundation for creating actual experiences with your clients. Because here's the thing advisors keep asking us: "Yeah, I get that I should talk about values, but what does that actually look like? How do I make that a thing?"

That's exactly what we're addressing. Through this framework, you'll understand why security and freedom live in constant tension (and why that's not a problem to solve), how to spot when clients are seeking connection versus just checking boxes, and what it means to facilitate growth rather than just deliver advice. Meg brings her research expertise and I bring the therapeutic lens to break down how these domains show up in real client conversations.

We're also sharing what's coming in 2026: client-facing tools that do the heavy lifting for you. Think structured experiences your clients can engage with before they come back to you, so you can spend your time facilitating meaning rather than extracting information. We're talking about things like guided money conversations for couples, values exercises that go deeper than typical discovery, and frameworks that help clients connect their daily decisions to what they say matters most.

If you've ever felt like financial planning should be about more than optimizing portfolios and running projections, this conversation will give you language and structure for what you've been sensing all along. Listen in to discover how these five domains can transform the way you think about client relationships and the experiences you create in your practice.

RESOURCES AND GUEST INFORMATION

Connect with Dr. Meghaan Lurtz:

Substack: Less Lonely Money (monthly articles on money, relationships, and feelings)
- Free version: Public articles exploring financial psychology concepts
- Paid version (for advisors): Includes client-facing newsletters, meeting flows, and discussion guides
LinkedIn: Dr. Meghaan Lurtz
Website: Beyond the Plan® - www.beyondthefp.com

Connect with Host Ashley Quamme: