Meghaan Lurtz | Substack Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.

Confirmation bias is not a bug.

According to the Argumentative Theory of Reason, it’s a feature.

This changes how we frame advice.
More on the theory and what it means for financial planning on Substack.

https://substack.com/@meghaanlurtz

#financialplanning #AIandadvice #clientrelationships

Meghaan Lurtz | Substack Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.

Let’s be blunt.

If your entire value is “I give smart answers,”
AI is coming for you.

But if your value is “I help people change,”
AI doesn’t stand a chance.

→ Read the whole thing: https://substack.com/@meghaanlurtz

#financialplanning #behavioralfinance #AIandadvice

Meghaan Lurtz | Substack Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.

What if the rise of AI is a reminder?

Clients don’t just want answers.

They want to feel confident.
They want to feel understood before they act.

That’s what human advisors offer.

→ Full essay: https://substack.com/@meghaanlurtz

#financialplanning #clientrelationships #AIandadvice

Meghaan Lurtz | Substack Meaning, conversation, relationships, questions, psychology, and philosophy so we can all feel less lonely about money.

The more AI enters financial planning, the more clients will crave real conversations.

Your value isn’t shrinking.
It’s becoming clearer.

→ More on what advisors do that AI can’t drops later this week: https://substack.com/@meghaanlurtz

#financialplanning #futureofadvice #AIandadvice