SHIFT with Ross Marino
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez
January 26, 2023
Ross Marino, CFP®, CPFA, CeFT®
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez
SHIFT with Ross Marino
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SHIFT with Ross Marino
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez
Jan 26, 2023
Ross Marino, CFP®, CPFA, CeFT®
Ross Marino is joined by Danika Waddell & Diana Yanez. They discuss how life planning & coaching are helping today's advisors build better and stronger connections to their clients.
Ross Marino is joined by Danika Waddell & Diana Yanez. They discuss how life planning & coaching are helping today's advisors build better and stronger connections to their clients.