OM DENNE EPISODE
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.
Engelsk
USA
UDSKRIFT 🔗
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SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av SHIFT with Ross Marino.
ANDRE EPISODE I DENNE PODKAST
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
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.
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.
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Ross Marino, CFP®, CPFA, CeFT®, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
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