Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam

Melanie Milam is an advisor with Gateway Financial Partners, a super-OSJ affiliated with LPL Financial located in Texas, where she oversees $150M of assets under management for her 110 client households. Melanie has a truly unique approach to connecting with clients by using a tried-and-true list of 34 questions that creates a deeper, longer-lasting relationship with clients. 

Listen in as Melanie shares how she leveraged her knowledge as a CPA, as well as her husband’s managerial experience and personal connections, to launch her firm - all while homeschooling her six children. We also dive into how Melanie weaves her faith into her financial work, how she builds deep and long-lasting relationships with clients, and why she believes that women can have it all (just not all at the same time).

For show notes and more visit: https://www.kitces.com/262