15. How To Be Your Advisor's MVP Client

Unable to add items

Sorry, we're unable to add the item because your cart is already full.

Add to basket failed.

Please try again later

Add to wishlist failed.

Please try again later

Failed to remove from Wish List.

Please try again later

Adding to library failed

Please try again

Unable to follow podcast

Unable to unfollow podcast

15. How To Be Your Advisor's MVP Client

Listen for free

View show details

Season's Savings | 0.99 €/month for 3 months

5.99 €/month thereafter - terms apply. Cancel monthly.

Maureen spills the tea on the clients who earn VIP treatment aren’t always the ones with the biggest portfolios, but the ones who show up ready to play. With witty asides about pickleball partners who never return the ball and golf lessons that actually stick, she shares practical habits—clear communication, a prepared agenda, and the occasional thank-you note—that turn any retiree into a first-class client. The result is a warm, no-nonsense guide for women who want their money working as hard as they once did, delivered with just enough humor to make the numbers feel friendly.

No reviews yet