Name
A Human First Approach to Discovery Meetings
Date & Time
Monday, March 25, 2024, 3:10 PM - 3:40 PM
Speakers
Stoy Hall Founder/Wealth Advisor, Black Mammoth
Lawrence Sprung Founder and Wealth Advisor, Mitlin Financial, Inc.
Lawrence Sprung Founder and Wealth Advisor, Mitlin Financial, Inc.
Description
Are your discovery meetings filled with questions and finances? Attend this interactive conversation about the non-financial questions you should be asking the families you serve. Hear how taking a human first approach to the mental and social outcomes of planning can improve your discovery meetings. You will leave with questions you can begin asking when you get back to your firm and allow you to deepen and improve the relationships with those you serve.
Location Name
Osprey 2
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Breakout Session
Presentation Link