Screening Questions for Prospective Clients with Meghaan Lurtz
Dec 21, 2023•21 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
For the best experience, listen in Metacast app for iOS or Android