SHIFT with Ross Marino

Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez

January 26, 2023 Ross Marino, CFP®, CPFA, CeFT®
SHIFT with Ross Marino
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez
Show Notes

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.