Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez Artwork

SHIFT with Ross Marino

SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.

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SHIFT with Ross Marino

Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez

January 26, 2023 • Ross Marino, CFP®, CPFA, CeFT®

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.