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The Value of Human First Advising with Dr. Sarah Fallaw

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Manage episode 349988754 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 Dr. Sarah Fallaw, President of DataPoints, discusses the value proposition of focusing on the human side of investing and financial guidance.
#shiftevent
Learn more at https://humanfirst.live
Connect with Sarah:
Twitter
LinkedIn
Learn more about DataPoints:
Website
Twitter
LinkedIn
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.

  continue reading

74 episodes

Artwork
iconShare
 
Manage episode 349988754 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 Dr. Sarah Fallaw, President of DataPoints, discusses the value proposition of focusing on the human side of investing and financial guidance.
#shiftevent
Learn more at https://humanfirst.live
Connect with Sarah:
Twitter
LinkedIn
Learn more about DataPoints:
Website
Twitter
LinkedIn
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.

  continue reading

74 episodes

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