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

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

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

SHIFT with Ross Marino

Screening Questions for Prospective Clients with Meghaan Lurtz

Screening Questions for Prospective Clients with Meghaan Lurtz

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