Feb 21
These 5 Questions Make Client Review Meetings Fun Again: Meghaan Lurtz By Jeff Berman - ThinkAdvisor
Once a financial plan has been created, delivered and implemented by an advisor, the most pressing issues clients face have usually been “fixed,” leading the advisor and client to enter the monitoring phase, where they routinely return to the plan and make any needed adjustments during recurring review meetings, according to Meghaan Lurtz, senior research associate at Kitces.com.
Over time, those meetings can become boring, Lurtz said Feb. 7, during the Kitces.com webinar “Making Client (Review) Meetings Fun Again: Questions to Ask to Move From Fine to Flourish.”
