Meghaan is the Founding Strategic Advisor at Couplr and a Senior Research Associate at Kitces.com. She joins Louis to talk about how to approach having deeper conversations with clients, and the importance of mentor-to-mentor relationships in order to grow as an advisor.
Meghaan Lurtz LinkedIn: https://www.linkedin.com/in/meghaanlurtz/
Kitces Website: https://www.kitces.com/
Couplr Website: https://www.couplr.ai/
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