53 min
#77 Dr. Meghaan Lurtz Ensombl Advice South Africa
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- Business
Meghaan is the Founding Strategic Advisor at Couplr and a Senior Research Associate at Kitces.com. She joins Louis to talk about how to approach having deeper conversations with clients, and the importance of mentor-to-mentor relationships in order to grow as an advisor.
Meghaan Lurtz LinkedIn: https://www.linkedin.com/in/meghaanlurtz/Kitces Website: https://www.kitces.com/Couplr Website: https://www.couplr.ai/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
Join the Ensombl platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.ensombl.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Meghaan is the Founding Strategic Advisor at Couplr and a Senior Research Associate at Kitces.com. She joins Louis to talk about how to approach having deeper conversations with clients, and the importance of mentor-to-mentor relationships in order to grow as an advisor.
Meghaan Lurtz LinkedIn: https://www.linkedin.com/in/meghaanlurtz/Kitces Website: https://www.kitces.com/Couplr Website: https://www.couplr.ai/
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/
Join the Ensombl platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.ensombl.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
53 min