HeyJaredBest Friend Financial Advice
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- Aug 14, 2026
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15. How To Be Your Advisor's MVP Client (opens the original)
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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 a
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