• Screening Questions for Prospective Clients with Meghaan Lurtz

  • Dec 21 2023
  • Length: 21 mins
  • Podcast

Screening Questions for Prospective Clients with Meghaan Lurtz

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  • Summary

  • 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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