Join our Psychology in Practice live online masterclass facilitated by Dr. Meghaan Lurtz, co-author and editor of the e- book Psychology in Practice to elevate your advice by integrating psychology to achieve stronger client relationships.
In this masterclass, Dr. Meghaan focuses on strengthening the human side of advice by integrating psychology, counselling, and coaching into professional practice, supporting deeper trust, stronger relationships, and improved client outcomes.
Why Psychology in Practice?
Independent global research confirms that human-centred advice strengthens trust, improves client confidence, and leads to stronger long-term outcomes. Advisers who understand how clients think, feel, and behave are better positioned to support sustained progress and deeper relationships.
Psychology in Practice brings this research into practice — showing how psychological principles surface at each stage of the advice journey, and how they can be applied ethically and professionally in real client conversations.
Facilitator
Dr. Meghaan Lurtz, Ph.D. (ITA | US) - Author, Editor and Professor of Practice at Kansas State University
Dr Meghaan Lurtz, Ph.D. is a globally recognised expert in the psychology of financial planning and financial therapy, helping advisers integrate behavioural insight, emotional intelligence, and human-centred skills into modern advice practice.
Meghaan is a Partner at Shaping Wealth and a Professor of Practice at Kansas State University, where she teaches in the Advanced Financial Planning and Financial Therapy Certificate Programs. Her work bridges academic research and real-world advice delivery, supporting advisers to better understand how clients think, feel, and behave around money.
She is also the editor and author of Psychology in Practice, a course developed in partnership with Financial Planning Standards Board. Designed for financial advice professionals, the programme provides research-based insights and practical strategies to master the psychology of financial planning — a new knowledge domain within the FPSB Global Financial Planning Standards. The course focuses on strengthening the human side of advice by integrating psychology, counselling, and coaching into professional practice, supporting deeper trust, stronger relationships, and improved client outcomes.
Meghaan’s work equips advisers with practical tools to navigate complex emotions, support behaviour change, and deliver advice that improves both client outcomes and long-term wellbeing.
CPD: 2 hours (including 1 hour of Ethics CPD)
Masterclass Fee: Member $85 (excl. GST) | Non-member $110 (excl. GST)
A separate Zoom Registration Link will be emailed to registrants