SHIFT with Ross Marino

The Continuum of Financial Advice with Saundra Davis

September 11, 2023 Ross Marino, CFP®, CPFA, CeFT®
The Continuum of Financial Advice with Saundra Davis
SHIFT with Ross Marino
More Info
SHIFT with Ross Marino
The Continuum of Financial Advice with Saundra Davis
Sep 11, 2023
Ross Marino, CFP®, CPFA, CeFT®

Saundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it.

Show Notes

Saundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it.