SHIFT with Ross Marino

Screening Questions for Prospective Clients with Meghaan Lurtz

December 21, 2023 Ross Marino, CFP®, CPFA, CeFT®
Screening Questions for Prospective Clients with Meghaan Lurtz
SHIFT with Ross Marino
More Info
SHIFT with Ross Marino
Screening Questions for Prospective Clients with Meghaan Lurtz
Dec 21, 2023
Ross Marino, CFP®, CPFA, CeFT®

Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.

Show Notes

Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.