Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Financial Advisor Success
How to Build Trust With Your Wife
If you get into a meeting with my wife and I together, I will probably do more of the talking. Ask them easy questions that they don't have to think a lot to answer. Before the age of 10, tell me if you have a good idea about money or a bad idea. And so it was the coolest thing for me to see because, you know, 65 to 70% of women are going to leave the financial advisor who has helped them whether she worked or not.
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.
