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.
Preventing Trust Fund Monsters with Steve Lockshin
Screening Questions for Prospective Clients with Meghaan Lurtz
Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
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