Human First Discovery Meetings with Stoy Hall and Larry Sprung 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

Human First Discovery Meetings with Stoy Hall and Larry Sprung

December 15, 2023 • Ross Marino, CFP®, CPFA, CeFT®

Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.