À PROPOS DE CET ÉPISODE
Chloe Moore and Laura LaTourette join Ross Marino discussing creating a practice serving a particular community. They share the wisdom and challenges that come along with filling the niche market.
Anglais
États-Unis
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RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de SHIFT with Ross Marino.
AUTRES ÉPISODES DANS CE PODCAST
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.
Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
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.
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.
Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de Ross Marino, CFP®, CPFA, CeFT®, qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.
MODIFIER
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