Join us at the February Kitces Monthly Webinar and learn from expert guest Meghaan Lurtz, Ph.D., FBS™ about the questions to ask clients that move them from fine to flourish, and ultimately advisors back to where they are happiest—fixing issues for clients to keep them moving forward.
In this webinar, advisors will learn:
- What makes on-going review meetings stale and how to recognize when clients are bored
- How to incorporate the fix, fine, flourish cycle into client-advisor relationships
- How to apply a meeting process and incorporate review questions to create “flourish” conversations
