Ross Marino, CFP®, CPFA, CeFT®

SHIFT with Ross Marino

Join Ross Marino and industry experts as they share insights and strategies for putting people first in finance, helping you reshape your practice and conversations.

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Preventing Trust Fund Monsters with Steve Lockshin

18 mins • Jan 5, 2024

Recent Episodes

Jan 5, 2024

Preventing Trust Fund Monsters with Steve Lockshin

18 mins

Dec 21, 2023

Screening Questions for Prospective Clients with Meghaan Lurtz

21 mins

Dec 18, 2023

Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall

14 mins

Dec 18, 2023

Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry

16 mins

Dec 15, 2023

Creating a Practice on Purpose with Laura LaTourette and Chloe Moore

15 mins

Language
English
Country
United States
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