Humans vs. Retirement SHIFT with Ross Marino 23/10/2023 20 min Listen "Humans vs. Retirement" Reproducir Descargar episodio Episode Synopsis Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients. More episodes of the podcast SHIFT with Ross Marino Preventing Trust Fund Monsters with Steve Lockshin 05/01/2024 Screening Questions for Prospective Clients with Meghaan Lurtz 21/12/2023 Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall 18/12/2023 Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry 18/12/2023 Creating a Practice on Purpose with Laura LaTourette and Chloe Moore 15/12/2023 Human First Discovery Meetings with Stoy Hall and Larry Sprung 15/12/2023 New Skool Marketing with Candice Carlton 13/12/2023 From Psychology to Life Planning with George Kinder 13/12/2023 Developing and Maintaining Client Trust and Commitment with Amy Mullen 11/12/2023 Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta 11/12/2023 Ver todos los episodios Share Facebook Twitter LinkedIn