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

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

Screening Questions for Prospective Clients with Meghaan Lurtz

<p>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.</p>

Business

Investing

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.

Share Screening Questions for Prospective Clients with Meghaan Lurtz

Sign up to save your podcasts

Screening Questions for Prospective Clients with Meghaan Lurtz

Screening Questions for Prospective Clients with Meghaan Lurtz