‹ All episodes

SHIFT with Ross Marino

Developing and Maintaining Client Trust and Commitment with Amy Mullen

December 11, 2023 Ross Marino, CFP®, CPFA, CeFT®
Developing and Maintaining Client Trust and Commitment with Amy Mullen
SHIFT with Ross Marino
More Info
SHIFT with Ross Marino
Developing and Maintaining Client Trust and Commitment with Amy Mullen
Dec 11, 2023
Ross Marino, CFP®, CPFA, CeFT®

Amy Mullen joins Ross Marino  to discuss the large change in client perspective in trust and commitment from their advisors.  They share tips on what advisors can do to reconnect with their clients new mindset.

Apple Podcasts Spotify Amazon Music Podcast Index Overcast Stitcher +
Show Notes

Amy Mullen joins Ross Marino  to discuss the large change in client perspective in trust and commitment from their advisors.  They share tips on what advisors can do to reconnect with their clients new mindset.