Shifting the Conversation with Ross Marino

In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X. Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process. Join our community: www.nextgenplanners.co.uk

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This episode is 59 minutes long.

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This episode was published on May 26, 2023.

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