A Smart Financial Plan – Ep. 1 – Dr. Meghaan Lurtz

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For our “pilot” episode of A Smart Financial Plan, we’ve invited Dr. Meghaan Lurtz to discuss her research, “Exploring Relationships Between Technology Use and Time Spent in the Financial Planning Process”. This study was part of a larger study conducted by the research team with Kitces.com and had some particularly interesting and surprising findings around how the use of financial …