78 min listen
Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
ratings:
Length:
89 minutes
Released:
Jan 4, 2022
Format:
Podcast episode
Description
Melanie Milam is the founder of Gateway Financial Partners, a hybrid financial advisory firm located in Texas that oversees $150-million of assets for 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
Released:
Jan 4, 2022
Format:
Podcast episode
Titles in the series (100)
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin: This week’s guest is Steve Lockshin, the founder of AdvicePeriod, known for its contemporary approach to financial planning and technology. by Financial Advisor Success