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SHIFT with Ross Marino
Ross Marino, CFP®, CPFA, CeFT®
74 episodes
8 months ago
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
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Investing
Business
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All content for SHIFT with Ross Marino is the property of Ross Marino, CFP®, CPFA, CeFT® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/29/d1/15/29d11545-1d01-693e-957c-675009e69bcb/mza_14536078779682233578.jpg/600x600bb.jpg
Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
SHIFT with Ross Marino
15 minutes
1 year ago
Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
Chloe Moore and Laura LaTourette join Ross Marino discussing creating a practice serving a particular community. They share the wisdom and challenges that come along with filling the niche market.
SHIFT with Ross Marino
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".