درباره این اپیزود
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
انگلیسی
ایالات متحده آمریکا
رونوشت 🔗
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جستجوی اپیزودهای گذشته
اپیزودهای قبلی SHIFT with Ross Marino را جستجو کن.
قسمت های دیگر در این پادکست
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.
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.
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.
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Ross Marino, CFP®, CPFA, CeFT® است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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