
Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Financial Advisor Success
How to Overcome Your Expectations and Sell More
My youngest son who went to SMU business school, he had been working for Oracle. He found the girl he was going to marry and moves to Houston. The guy comes to him and says, I'm sorry, but I don't like the way you're selling. "I use asset mark is my money manager," she said of her succession plan.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.