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Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
SHIFT with Ross Marino
15 minutes
1 year ago
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
Dr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money. Advisors need to be mindful of a client's cultural background to effectively serve them.
SHIFT with Ross Marino
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
