EPISODE · Dec 7, 2023 · 1H 49M
103: Making The Shift To Human-First Financial Guidance with Ross Marino
from The Human Side of Money · host Brendan Frazier
There’s a critical mistake made by almost every advisor around the world every single day. We focus more on the plan than the person. More on what we do than what they need. Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance. Fortunately, Ross Marino embraced this shift long ago … Read More Read More
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103: Making The Shift To Human-First Financial Guidance with Ross Marino
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