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Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
Manage episode 388852754 series 2946070
Indhold leveret af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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.
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