1 rich Libsyn https://www.libsyn.com 90 600 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.&amp;nbsp; 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 Financial Advisor Success https://www.kitces.com/podcast/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/21637958/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/118630916