OVER DEZE AFLEVERING
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.
Engels
Verenigde Staten
TRANSCRIPTIE 🔗
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van SHIFT with Ross Marino.
ANDERE AFLEVERINGEN IN DEZE PODCAST
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.
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.
Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
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.
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Ross Marino, CFP®, CPFA, CeFT®, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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