SHIFT with Ross Marino

Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta

December 11, 2023 Ross Marino, CFP®, CPFA, CeFT®
SHIFT with Ross Marino
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
Show Notes

Mary Bell Carlson and Kristy Archuleta join Ross Marino to discuss how advisors can apply behavioral guidelines to the changing financial planning field and the expanding role of women in financial roles.