We just have to ask if anyone knows if Ross Marino has time to sleep. Advisor2X, the firm he founded in 2010, has held over a thousand events in 50 cities, all focused on advisory practice growth. Then there’s his own wealth management and retirement plan book of business, his OUTCOMES podcast, and oh yeah, his new book, Shaping Change: How To Respond When Life Disrupts Your Retirement Plan, written with co-author Susan Bradley.
Ross joins us to discuss key concepts in the book, including the four stages of life transitions, the two sides of retirement, and what he calls the decision dilemma. He also reveals some of the exciting content planned for this year’s Weath@Wor(k) conference, an advisor-focused event unlike any other, that will take place in Nashville, October 24 – 26, 2021.
