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Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson
SHIFT with Ross Marino
15 minutes
2 years ago
Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson
Ross is joined by Dr. Brandy Baxter and Cameo Roberson to discuss how advisors can create a DEIB practice. They share tools and insights for the everchanging workplace.
SHIFT with Ross Marino
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
