There’s a critical mistake made by almost every advisor around the world every single day. We focus more on the plan than the person. More on what we do than what they need. Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance. Fortunately, Ross Marino embraced this shift long ago …
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TLDR
Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz