ACERCA DE ESTE EPISODIO
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.
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Estados Unidos
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BUSCAR EPISODIOS ANTERIORES
Buscar episodios anteriores de SHIFT with Ross Marino.
OTROS EPISODIOS EN ESTE 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.
Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
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.
Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Ross Marino, CFP®, CPFA, CeFT®, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.
EDITAR
Gracias por ayudar a mantener actualizada la base de datos de podcasts.
