.jpg)
SHIFT with Ross Marino
SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.
SHIFT with Ross Marino
Screening Questions for Prospective Clients with Meghaan Lurtz
•
Ross Marino, CFP®, CPFA, CeFT®
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.