Ross Marino and Kristy Archuleta discuss  the skills planners need to connect with their clients.

Ross Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.

Ross Marino and Kristy Archuleta discuss&nbsp; the skills planners need to connect with their clients.

The Art of Being Curious with Kristy Archuleta

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.

Business

Investing

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.

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The Art of Being Curious with Kristy Archuleta

The Art of Being Curious with Kristy Archuleta