ABOUT THIS 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.
English
United States
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OTHER EPISODES IN THIS PODCAST
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.
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
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.
Disclaimer: The podcast and artwork embedded on this page are from Ross Marino, CFP®, CPFA, CeFT®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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