EPISODE · May 26, 2023 · 59 MIN
Shifting the Conversation with Ross Marino
from The Plannex Podcast · host Plannex
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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Shifting the Conversation with Ross Marino
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