TIETOJA TÄSTÄ JAKSOSTA
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.
Englanti
Yhdysvallat
TRANSKRIPTIO 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
HAE EDELLISIÄ EPISODEJA
Hae kanavan SHIFT with Ross Marino vanhoja jaksoja.
MUITA jaksoja TÄSSÄ PODCASTISSA
Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
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.
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.
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Ross Marino, CFP®, CPFA, CeFT®:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.
MUOKKAA
Kiitos, kun autoit pitämään podcast-tietokantaa ajan tasalla.
