{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Financial Gratitude: The Behavioral Advantage Every CPA Planner Should Leverage","description":"In this thought-provoking episode, Dr. Meghaan Lurtz joins Cary Sinnett to explore a deceptively simple concept with powerful implications: financial gratitude. Discover how shifting the conversation from scarcity to sufficiency helps clients make better long-term decisions, build trust, and find meaning in their financial journey\u2014especially in volatile times. \ud83d\udca1 What You\u2019ll Learn: Why gratitude is more than a feeling\u2014it\u2019s a behavior that shapes financial planning success How to introduce reflective questions that don't feel \u201cwoo-woo\u201d in a CPA-led client meeting When not to invoke gratitude: understanding the line between healthy reflection and toxic positivity Practical ways to weave gratitude into your meetings, newsletters, and client appreciation events How this subtle shift leads to stronger client connections, better retention, and higher satisfaction \ud83d\udcac Key Quote: \u201cGratitude changes the conversation, not just the mood. It\u2019s not about ignoring tough realities\u2014it\u2019s about helping clients find agency, perspective, and partnership in the plan.\u201d \ud83d\udcd8 Perfect For: CPA planners who want to differentiate themselves with a human-first approach\u2014without sacrificing technical precision. Resources: Dr. Lurtz has designed resources for financial advisors who want to create more emotionally intelligent and connection-rich client conversations: (Less) Lonely Money  Grandmas and Gratitude. (Less) Lonely Meetings The Kind of Gratitude that Brings Us Closer.  AICPA: Moving from advisor to coach for your clients How emotions affect financial decisions Financial Independence: Rethinking Retirement This episode is brought to you by the\u202fAICPA\u2019s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the\u202fCPA\/PFS credential\u202fprogram, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search \u201cAICPA Personal Financial Planning\u201d on your favorite podcast app.   ","author_name":"AICPA Personal Financial Planning (PFP)","author_url":"https:\/\/pfplanning.libsyn.com\/pfp","html":"