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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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By NextGen Planners
3.5
44 ratings
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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