SHIFT with Ross Marino

SHIFT with Ross Marino

Por: Ross Marino, CFP®, CPFA, CeFT®
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.
74 episodios disponibles

Latest episodes of the podcast SHIFT with Ross Marino

Mostrando página 2 de 4

Human First Sales Process with Nancy Bleeke 13/06/2023
Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof Gleich 31/05/2023
Life, Money, Balance 22/05/2023
Thinking Like a Financial Futurist with Brandy Baxter 08/05/2023
Financial Therapy Meets Financial Planning with Ashley Quamme 24/04/2023
Human-First Marketing with Robert Sofia 10/04/2023
Anchors, Ostriches, and a Hot Pair of Scissors 31/01/2023
The Why Behind Scaling a Practice with Meghaan Lurtz 30/01/2023
The Art of Being Curious with Kristy Archuleta 27/01/2023
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez 26/01/2023
Harnessing Big Data for Better Prospecting with Wilbur Swan 25/01/2023
Becoming a Therapeutic Financial Planner with Ed Coambs 24/01/2023
Keys to Building Trust with Women w/Julie Johnson & Courtney Ranstrom 23/01/2023
The Value of Human First Advising with Dr. Sarah Fallaw 16/12/2022
Financial Transition with Susan K. Bradley 14/12/2022
The Evolving Advisor with Amy Mullen 10/12/2022
The Human Side of Money with Brendan Frazier 08/12/2022
Shaping Wealth Management with Brian Portnoy 02/12/2022
Health, Wealth & Adaptive Change with Dr. Phil Pearlman 30/11/2022
Finding Your Freedom with Jamie Hopkins 21/11/2022
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