אודות פרק זה
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.
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פרקים אחרים בפודקאסט הזה
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.
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.
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.
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Ross Marino, CFP®, CPFA, CeFT®, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
