SHIFT with Ross Marino

Developing and Maintaining Client Trust and Commitment with Amy Mullen

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