Rita Robbins is in conversation with Ron Balog, MBA & Financial Advisor of Insight Global Wealth Strategies. In this conversation, Rita explores the intersection of coaching and financial advising as Ron, a long-time coach, shares his lessons on leadership and commitment over the years. 

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Rita Robbins is in conversation with Zach Scott, a Certified Financial Planner and the President of Castellan Financial Group. This episode explores how financial planning in wealth management can and should look different depending on the advisor and the client. Zach shares the story of how he went from college to CFP and business owner, and what successes and lessons he’s had along the way. 

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