The Human Side of Money Ep. 97: A Blueprint For Conducting “Re-Discovery” Meetings With Long-Time Clients with Meghaan Lurtz
Meghaan Lurtz provides a blueprint for financial advisors to conduct re-discovery meetings with their long-term clients.
Meghaan Lurtz provides a blueprint for financial advisors to conduct re-discovery meetings with their long-term clients.
Brendan explains why financial advisors should stop giving advice to their clients and what they can do instead that's actually more effective.
Ashley Quamme explains what financial advisors need to know about navigating the dynamics of working with couples and their money.
Samantha Lamas and Danielle Labotka explain their research on the actual reasons that clients hire and fire their financial advisors.
Libby Greiwe reveals the exact systems she built to scale the human-to-human connection throughout her advisory business.
Brendan reveals 3 proven techniques for financial advisors to enhance their questions and elevate their conversations with prospects and clients.
Brendan reveals how understanding the connection between goals and values leads to a tribe of emotionally-connected clients.
Warren Berger is the world's foremost authority on asking questions, and he explains the art of asking great questions that get great answers from clients and prospects.
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.
Deirdre Van Nest shares how to fast-track your trust factor with prospects by communicating in an emotionally-compelling way.