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The Evolving Advisor with Amy Mullen

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Manage episode 349380870 series 2946070
Content provided by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of SHIFT Money Quotient President Amy Mullen joins Ross Marino to talk about how advisors can shift their mindset and evolve to become more effective and efficient with their clients.
Learn more at https://humanfirst.live/
Connect with Amy:
Twitter
LinkedIn
Learn more about Money Quotient:
Website
Twitter
LinkedIn
Facebook
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.

  continue reading

74 episodes

Artwork
iconShare
 
Manage episode 349380870 series 2946070
Content provided by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of SHIFT Money Quotient President Amy Mullen joins Ross Marino to talk about how advisors can shift their mindset and evolve to become more effective and efficient with their clients.
Learn more at https://humanfirst.live/
Connect with Amy:
Twitter
LinkedIn
Learn more about Money Quotient:
Website
Twitter
LinkedIn
Facebook
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.

  continue reading

74 episodes

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