• Screening Questions for Prospective Clients with Meghaan Lurtz

  • Dec 21 2023
  • Length: 21 mins
  • Podcast

Screening Questions for Prospective Clients with Meghaan Lurtz

  • Summary

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

    Show More Show Less

What listeners say about Screening Questions for Prospective Clients with Meghaan Lurtz

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.