{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam","description":"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\u2019s 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 ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/118630916"}