Screening Questions for Prospective Clients with Meghaan Lurtz Artwork

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.

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SHIFT with Ross Marino

Screening Questions for Prospective Clients with Meghaan Lurtz

December 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.