97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
Let’s face it…most advisor’s meetings with long-term clients are lackluster. You ask about life, the kids, any changes in their life, etc. Then, you tell them that everything looks good. They’re still on track. They leave and you do it all over again next year. And, that’s not bad. But, there’s a better way. There’s … Read More Read More