OM DENNE EPISODE
Amy Mullen joins Ross Marino to discuss the large change in client perspective in trust and commitment from their advisors. They share tips on what advisors can do to reconnect with their clients new mindset.
Engelsk
USA
UDSKRIFT 🔗
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SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af SHIFT with Ross Marino.
ANDRE EPISODE I DENNE PODCAST
Ross is joined by Dr. Brandy Baxter and Cameo Roberson to discuss how advisors can create a DEIB practice. They share tools and insights for the everchanging workplace.
Mary Bell Carlson and Kristy Archuleta join Ross Marino to discuss how advisors can apply behavioral guidelines to the changing financial planning field and the expanding role of women in financial roles.
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Ross Marino, CFP®, CPFA, CeFT®, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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