Human First Discovery Meetings with Stoy Hall and Larry Sprung

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/29/d1/15/29d11545-1d01-693e-957c-675009e69bcb/mza_14536078779682233578.jpg/600x600bb.jpg

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".

Investing

Business

RSS

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".

Investing

Business

Human First Discovery Meetings with Stoy Hall and Larry Sprung

SHIFT with Ross Marino

11 minutes

1 year ago

Human First Discovery Meetings with Stoy Hall and Larry Sprung

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