Shifting the Conversation with Ross Marino
May 26, 2023•59 min
Episode description
In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X.
Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process.
Join our community: www.nextgenplanners.co.uk
For the best experience, listen in Metacast app for iOS or Android
