Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez

26/01/2023 10 min
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez

Listen "Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez"

Episode Synopsis

Ross Marino is joined by Danika Waddell & Diana Yanez.  They discuss how life planning & coaching are helping today's advisors build better and stronger connections to their clients.

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