Developing and Maintaining Client Trust and Commitment with Amy Mullen 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

Developing and Maintaining Client Trust and Commitment with Amy Mullen

December 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.