#77 Dr. Meghaan Lurtz

Ensombl Advice South Africa

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/

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