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Systematique's avatar

Fantastic Artikel

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Meghaan Lurtz's avatar

Thank you!!

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Billy Spencer's avatar

This is amazing, Meghaan. Thank you for putting this out there. I have so many thoughts.

One that comes to mind is the coaching platforms. At their best, a coaching relationship is about paying for someone to be on that hill with you, which is so powerful.

I think there are both generous and more commercially driven sides to these programs. On the one hand, they can open access to tools and frameworks for folks who can’t afford 1:1 support. On the other, they sometimes serve as a funnel to upsell into higher-ticket coaching offers.

And you are so right about just being there as a planner. Yesterday, I sat with a client navigating a major life change. I didn’t say much, just reflected what I heard and summarized the key points. At the end, I asked what they thought the next best step was, and it was like their anxiety melted away.

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Meghaan Lurtz's avatar

Thank you for these thoughtful comments and ideas! I love the client story. I think this is exactly the power of the relationship.

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Erik Nero's avatar

Wonderful article Meghaan! Your piece was oxygen in a suffocating space.

I recognized so much of myself in this piece, as I am an entrepreneur, building my own financial planning practice. I'm constantly trying to grow, yet am very critical of myself regarding attitude, work ethic, and determination — all of which are not enough at times to break through to the other side and establish a viable business. Radical accountability--everything is my fault/responsibility. The irony is that I consciously create space for my clients to self discover and find for themselves the path forward--yet I deny myself the same.

It has created terrible isolation as I have felt like a failure for not living up to the "ideal." I've subscribed to the self-help myth that if I can just acquire the correct skills, the methods of manifestation and abundance, somehow it all will fall into place. Although I rationally know that is not the case, emotionally I still cling to it — and buy one more self-help book...

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