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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
Connecting by Outcaring the Competition with Sheri Fitts
SHIFT with Ross Marino
25 minutes
2 years ago
Connecting by Outcaring the Competition with Sheri Fitts
Sheri Fitts joins Ross to discuss why advisors need to embrace their human qualities to compete in the age of AI. Follow link for full information on the Sway conference: https://sherifitts.com/sway/
SHIFT with Ross Marino
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".