Screening Questions for Prospective Clients with Meghaan Lurtz

SHIFT with Ross Marino
21/12/2023 21 min
Screening Questions for Prospective Clients with Meghaan Lurtz

Listen "Screening Questions for Prospective Clients with Meghaan Lurtz"

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Episode Synopsis

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

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