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Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
SHIFT with Ross Marino
19 minutes
1 year ago
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
Mary Bell Carlson and Kristy Archuleta join Ross Marino to discuss how advisors can apply behavioral guidelines to the changing financial planning field and the expanding role of women in financial roles.
SHIFT with Ross Marino
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
