INFORMAZIONI SU QUESTO EPISODIO
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.
Inglese
Stati Uniti
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CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di SHIFT with Ross Marino.
ALTRI EPISODI IN QUESTO PODCAST
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.
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.
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Ross Marino, CFP®, CPFA, CeFT®, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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