SOBRE ESTE EPISÓDIO
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.
Inglês
Estados Unidos da América
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PESQUISAR EPISÓDIOS PASSADOS
Pesquisar episódios anteriores de SHIFT with Ross Marino.
OUTROS EPISÓDIOS NESTE PODCAST
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.
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.
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.
Aviso: O podcast e a arte incorporada nesta página são de Ross Marino, CFP®, CPFA, CeFT®, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
