SHIFT with Ross Marino

著者： Ross Marino CFP® CPFA CeFT®
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  • サマリー

  • SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.
    © 2024 SHIFT with Ross Marino
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あらすじ・解説

SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.
© 2024 SHIFT with Ross Marino
個人ファイナンス 経済学
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エピソード
  • Preventing Trust Fund Monsters with Steve Lockshin

    Preventing Trust Fund Monsters with Steve Lockshin
    2024/01/05

    Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
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    18 分
  • Screening Questions for Prospective Clients with Meghaan Lurtz

    Screening Questions for Prospective Clients with Meghaan Lurtz
    2023/12/21

    Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
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    21 分
  • Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall

    Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
    2023/12/18

    Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.
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    14 分
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