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Shaping Wealth Management with Brian Portnoy
Manage episode 348690333 series 2946070
内容由Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA提供。所有播客内容（包括剧集、图形和播客描述）均由 Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
On this episode of SHIFT Brian Portnoy, Founder of Shaping Wealth, joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment.
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