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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.
SHIFT with Ross Marino
The Continuum of Financial Advice with Saundra Davis
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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.