SHIFT with Ross Marino

Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta


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Mary Bell Carlson and Kristy Archuleta join Ross Marino to discuss how advisors can apply behavioral guidelines to the changing financial planning field and the expanding role of women in financial roles.

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SHIFT with Ross MarinoBy Ross Marino, CFP®, CPFA, CeFT®

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