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: <a href= "https://www.nextgenplanners.co.uk/">www.nextgenplanners.co.uk</a>

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

In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X.&nbsp; Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process.&nbsp; Join our community: <a href="https://www.nextgenplanners.co.uk/" rel="noopener noreferrer">www.nextgenplanners.co.uk</a>

Shifting the Conversation with Ross Marino

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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Shifting the Conversation with Ross Marino

Shifting the Conversation with Ross Marino

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