このエピソードについて
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.
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このポッドキャストの他のエピソード
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.
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.
免責: このページに埋め込まれているポッドキャストとアートワークは Ross Marino, CFP®, CPFA, CeFT® からのものであり、その所有者の所有物であり、Listen Notes, Inc. と提携または承認されていません。
