12. A Human-First Approach to Financial Planning with Ross Marino

On the Circuit
30/03/2023 46 min

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Episode Synopsis

We’re kicking off series two of On the Circuit from the SHIFT conference in San Antonio, Texas. Join in as Ross Marino talks about the impact of human emotion in financial planning, as well as how AI programs like Chat GPT could alter the financial services landscape both now and down the road.

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