SHIFT with Ross Marino

Screening Questions for Prospective Clients with Meghaan Lurtz

December 21, 2023 Ross Marino, CFP®, CPFA, CeFT®
SHIFT with Ross Marino
Screening Questions for Prospective Clients with Meghaan Lurtz
Show Notes

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