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The Art of Being Curious with Kristy Archuleta

SHIFT with Ross Marino
27/01/2023 15 min
The Art of Being Curious with Kristy Archuleta

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Episode Synopsis

Ross Marino and Kristy Archuleta discuss  the skills planners need to connect with their 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
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