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
05/26/23 • 59 min
Generate a badge
Get a badge for your website that links back to this episode
Select type & size
<a href="https://goodpods.com/podcasts/nextgen-planners-511503/shifting-the-conversation-with-ross-marino-66970219"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to shifting the conversation with ross marino on goodpods" style="width: 225px" /> </a>
Copy