Shows
sIMMPLy Lovaii - Expert with a HeartEp 018 : When Life Changes Over Night: Finding Financial StabilityIn this episode, we delve into the real-life story of a woman who suddenly lost her spouse and was left to face emotional and financial uncertainty. Through her journey, we uncover the importance of thoughtful financial planning during life transitions and how a CeFT® professional helped her move from confusion to clarity.Episode SnapshotAfter the sudden loss of her spouse, a woman is faced with unexpected financial chaos. This episode explores how a CeFT® (Certified Financial Transitionist®) helped her navigate grief, avoid common mistakes, and regain financial stability — showing how the right...
2025-05-1228 min
sIMMPLy Lovaii - Expert with a HeartEp 018 : When Life Changes Over Night: Finding Financial StabilityIn this episode, we delve into the real-life story of a woman who suddenly lost her spouse and was left to face emotional and financial uncertainty. Through her journey, we uncover the importance of thoughtful financial planning during life transitions and how a CeFT® professional helped her move from confusion to clarity.
Episode Snapshot
After the sudden loss of her spouse, a woman is faced with unexpected financial chaos. This episode explores how a CeFT® (Certified Financial Transitionist®) helped her navigate grief, avoid common mistakes, and regain financial stability — showing how the right guidance can bring clarity in li...
2025-05-1228 min
sIMMPLy Lovaii - Expert with a HeartEp 017 : Navigating Major Life Changes – The Role of Financial Transition PlanningOverview:Significant life changes like inheritance, retirement, sudden loss of a loved one, or divorce can deeply impact your financial world. In this episode, we unpack the emotional and practical sides of money management during such transitions. We also highlight the unique role a Certified Financial Transitionist® (CeFT®) plays in helping you build stability and clarity during these critical times.Episode SnapshotIntroduction to Financial Transition PlanningEmotional impact of life transitions on financial decisionsCommon mistakes people make during major life eventsHow a CeFT® professional can balance emotions and mon...
2025-04-2820 min
sIMMPLy Lovaii - Expert with a HeartEp 017 : Navigating Major Life Changes – The Role of Financial Transition Planning
Overview:
Significant life changes like inheritance, retirement, sudden loss of a loved one, or divorce can deeply impact your financial world. In this episode, we unpack the emotional and practical sides of money management during such transitions. We also highlight the unique role a Certified Financial Transitionist® (CeFT®) plays in helping you build stability and clarity during these critical times.
Episode Snapshot
Introduction to Financial Transition Planning
Emotional impact of life transitions on financial decisions
Common mistakes people make during major life events
How a CeFT® professional can balance emotions and money decisions
Real-life scenarios and...
2025-04-2820 min
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and ImpactHow to Manage Financial Transitions with Susan Bradley, CFP®, CeFT® (Ep. 17)Financial transitions are challenging, but with the right guidance they can be opportunities for positive growth and transformation.How do you manage a financial windfall or a major life change? What tools and strategies can help you navigate these transitions effectively?This week on Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, is joined by Susan Bradley, CFP®, CeFT®, the Founder of the Sudden Money® Institute (SMI), to dive into the complexities and emotional aspects of financial transitions. With Susan's vast experience and insights, they uncover practical strategies for managing substantial finan...
2024-08-0732 min
SHIFT with Ross MarinoPreventing Trust Fund Monsters with Steve LockshinSteve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
2024-01-0517 minSHIFT with Ross MarinoScreening Questions for Prospective Clients with Meghaan LurtzMeghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
2023-12-2121 minSHIFT with Ross MarinoHolistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay TroxallLindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.
2023-12-1814 minSHIFT with Ross MarinoGlobal Humanity of Money: Aligning Cultural Values with Money with Dr. Preston CherryDr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money. Advisors need to be mindful of a client's cultural background to effectively serve them.
2023-12-1815 minSHIFT with Ross MarinoCreating a Practice on Purpose with Laura LaTourette and Chloe MooreChloe Moore and Laura LaTourette join Ross Marino discussing creating a practice serving a particular community. They share the wisdom and challenges that come along with filling the niche market.
2023-12-1515 minSHIFT with Ross MarinoHuman First Discovery Meetings with Stoy Hall and Larry SprungStoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.
2023-12-1511 minSHIFT with Ross MarinoNew Skool Marketing with Candice CarltonCandice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.
2023-12-1319 minSHIFT with Ross MarinoFrom Psychology to Life Planning with George KinderGeorge Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.
2023-12-1326 minSHIFT with Ross MarinoDeveloping and Maintaining Client Trust and Commitment with Amy MullenAmy Mullen joins Ross Marino to discuss the large change in client perspective in trust and commitment from their advisors. They share tips on what advisors can do to reconnect with their clients new mindset.
2023-12-1108 minSHIFT with Ross MarinoMaking Behavioral Finance Practical with Mary Bell Carlson and Kristy ArchuletaMary 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.
2023-12-1119 minSHIFT with Ross MarinoUnderstanding the Money Story with Ed CoambsEd Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
2023-11-0911 minSHIFT with Ross MarinoDeveloping a DEIB Mindset w/ Dr. Brandy Baxter and Cameo RobersonRoss is joined by Dr. Brandy Baxter and Cameo Roberson to discuss how advisors can create a DEIB practice. They share tools and insights for the everchanging workplace.
2023-11-0915 minSHIFT with Ross MarinoServing Women with Cary CarbonaroCary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
2023-10-2611 minSHIFT with Ross MarinoThe Rise in Gray Divorce with Andrew HatherleyAndrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.
2023-10-2616 minSHIFT with Ross MarinoHumans vs. RetirementDan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.
2023-10-2320 minSHIFT with Ross MarinoRock & Roll Meets Financial ServicesKendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.
2023-10-2322 minSHIFT with Ross MarinoThe Continuum of Financial Advice with Saundra DavisSaundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it.
2023-09-1110 minSHIFT with Ross MarinoMicrofinancial Planning with Phillipp HeckerPhillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.
2023-09-1117 minSHIFT with Ross MarinoLife Planning is for Me with Sidney DivineSidney Divine joins Ross Marino sharing insights into a career as a life planner.#lifeplanning #financialplanning #shiftevent
2023-07-0719 minSHIFT with Ross MarinoConnecting by Outcaring the Competition with Sheri FittsSheri Fitts joins Ross to discuss why advisors need to embrace their human qualities to compete in the age of AI.Follow link for full information on the Sway conference: https://sherifitts.com/sway/
2023-06-2325 minSHIFT with Ross MarinoHuman First Sales Process with Nancy BleekeNancy Bleeke joins Ross Marino to discuss the benefits of adding a human first approach to an advisors sales process.For full information on Nancy Bleeke and SalesPro Insider, follow the link: https://www.salesproinsider.com
2023-06-1317 minSHIFT with Ross MarinoAnalyzing Corporate Culture and Company Performance with Dan Ariely and Kristof GleichDan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.
2023-05-3122 minSHIFT with Ross MarinoLife, Money, BalanceDr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.
2023-05-2213 min2023-05-0815 minSHIFT with Ross MarinoFinancial Therapy Meets Financial Planning with Ashley QuammeAshley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.
2023-04-2411 minSHIFT with Ross MarinoHuman-First Marketing with Robert SofiaRobert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.
2023-04-1010 min
The Most Hated F-WordLearn How to Navigate Life's Financial Transitions With Susan Bradley, CFP®, CeFT® |Susan Bradley, CFP®, CeFT® | Founder of the Sudden Money® Institute
Introduction:
Join us as we dive into the world of financial transitions with Susan Bradley, the founder of the Sudden Money® Institute. Susan’s 20-year journey has been dedicated to helping individuals navigate the financial changes that come with life’s transitions. With her motto, “when life changes, money changes, and when money changes, life changes,” Susan has developed processes and tools to help people understand the impact of sudden changes in their financial lives.
Why You Should Listen:
During this episode, Susan shares her expertise on navigating financial transitions and how taki...
2023-02-1047 minSHIFT with Ross MarinoAnchors, Ostriches, and a Hot Pair of ScissorsMary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.
2023-01-3112 minSHIFT with Ross MarinoThe Why Behind Scaling a Practice with Meghaan LurtzMeghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.
2023-01-3020 minSHIFT with Ross MarinoThe Art of Being Curious with Kristy ArchuletaRoss Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.
2023-01-2715 minSHIFT with Ross MarinoIntegrating Coaching into Financial Planning with Danika Waddell & Diana YanezRoss Marino is joined by Danika Waddell & Diana Yanez. They discuss how life planning & coaching are helping today's advisors build better and stronger connections to their clients.
2023-01-2610 minSHIFT with Ross MarinoHarnessing Big Data for Better Prospecting with Wilbur SwanWilbur Swan, CEO & Co-Founder of Catchlight, speaks with Ross about improving your prospecting using advances in data collection.
2023-01-2509 minSHIFT with Ross MarinoBecoming a Therapeutic Financial Planner with Ed CoambsEd Coambs joins Ross to speak about the roll of the Therapeutic Financial Planner.
2023-01-2420 minSHIFT with Ross MarinoKeys to Building Trust with Women w/Julie Johnson & Courtney RanstromRoss and guests Julie Johnson & Courtney Ranstrom speak about the importance of a Human First approach to financial planning.
2023-01-2309 minSHIFT with Ross MarinoThe Value of Human First Advising with Dr. Sarah FallawOn this episode of SHIFT Dr. Sarah Fallaw, President of DataPoints, discusses the value proposition of focusing on the human side of investing and financial guidance.#shifteventLearn more at https://humanfirst.liveConnect with Sarah:Twitter LinkedInLearn more about DataPoints:Website TwitterLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-12-1610 minSHIFT with Ross MarinoFinancial Transition with Susan K. BradleyOn this episode of SHIFT Susan K. Bradley joins Ross Marino to talk about her work helping clients in transition as Founder of The Financial Transitionist Institute.#shifteventLearn more at https://humanfirst.liveWatch Sudden Money Insights with Susan K. Bradley on YouTubeConnect with Susan and learn more about The Financial Transitionist Institute:WebsiteTwitterConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-12-1415 minSHIFT with Ross MarinoThe Evolving Advisor with Amy MullenOn this episode of SHIFT Money Quotient President Amy Mullen joins Ross Marino to talk about how advisors can shift their mindset and evolve to become more effective and efficient with their clients.Learn more at https://humanfirst.live/Connect with Amy:TwitterLinkedInLearn more about Money Quotient:WebsiteTwitterLinkedInFacebookConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-12-1012 minSHIFT with Ross MarinoThe Human Side of Money with Brendan FrazierFounder of Wired Planning and Host of “The Human Side of Money” podcast Brendan Frazier joins Ross Marino to talk about problem solving with his mastermind group of industry leaders.Learn more at https://humanfirst.liveCheck out Brendan’s Podcast “The Human Side of Money” Connect with Brendan:Twitter LinkedIn Learn more about Wired PlanningConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-12-0821 minSHIFT with Ross MarinoShaping Wealth Management with Brian PortnoyOn 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.Learn more at https://humanfirst.live/Connect with Brian:TwitterLinkedInLearn more about Shaping Wealth:Website TwitterLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-12-0213 minSHIFT with Ross MarinoHealth, Wealth & Adaptive Change with Dr. Phil PearlmanOn this episode of SHIFT, Dr. Phil Pearlman discusses his background in psychology that led to a career in behavioral economics & finance and a current focus on adaptive change.#shifttheconversationLearn more about SHIFT by visiting https://humanfirst.live/Learn more about the Pearl InstituteConnect with Dr. Pearlman:LinkedInTwitterConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-3029 minSHIFT with Ross MarinoFinding Your Freedom with Jamie HopkinsLearn more at https://humanfirst.liveOn this episode of SHIFT, Jamie Hopkins of Carson Group talks with Ross about his upcoming book “Find Your Freedom” and working to shift relationships and conversations around financial planning.Connect with Jamie:LinkedInTwitterLearn more about Carson Group:WebsiteLinkedInTwitterInstagramFacebookYouTubeConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-2115 minSHIFT with Ross MarinoEmpowering Advisors with Penny PhillipsOn this episode of SHIFT Penny Phillips, Journey Strategic Wealth Co-Founder & President, talks with Ross about what’s new at Journey, questions of gender parity in advising and finding the right team for her firm.#shifttheconversationLearn more at https://humanfirst.live/Connect with Penny:TwitterLinkedInLearn more about Journey Strategic Wealth:WebsiteLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-1812 minSHIFT with Ross MarinoFinancial Therapy with Dr. Megan McCoyOn this episode of SHIFT Kansas State University Professor Dr. Megan McCoy talks with Ross about her work in financial therapy, finding the intersection between money and wellbeing.#shifttheconversationConnect with Megan on LinkedInVisit humanfirst.live to learn more about SHIFTConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-1721 minSHIFT with Ross MarinoFinancial Wellness & Relationships with Dr. Emily KoochelOn this episode of SHIFT Dr. Emily Koochel talks with Ross about eMoney research & initiatives surrounding financial wellness & relationships. #shifttheconversationVisit humanfirst.live to learn more about SHIFTConnect with Emily on LinkedInLearn more about eMoney:WebsiteLinkedInTwitterYouTubeFacebookConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-1613 minSHIFT with Ross MarinoFlow Theory & Financial Planning with Jordan HutchisonJordan Hutchison of Shaping Wealth comes on the show to discuss his research on the use of flow theory in financial planning.Visit humanfirst.live to learn more about SHIFT Connect with Jordan:TwitterLinkedInLearn more about Shaping Wealth:WebsiteTwitterLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-1508 minSHIFT with Ross MarinoConnecting with Grieving Clients with Kathi BalasekOn the very first episode of SHIFT Ross Marino talks with Kathi Balasek, Founder of Grief Smart Advisor, about her mission to help financial professionals connect with grieving clients, specifically those going through widowhood. #shifttheconversationVisit humanfirst.live to learn more about SHIFTConnect with Kathi:TwitterWebsiteLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-1410 min
Invest In WomenTransitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT® (Ep. 8)INVEST IN WOMEN: The Podcast SeriesTransitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT® (Ep. 8)Summary:Are you prepared for the unknown? How do you know? With the constant change in our daily lives, it is never too late to prepare and educate yourself on preparing for the uncertain, whatever it may be…In this episode, Susan Bradley from the Sudden Money® Institute unpacks the tips and tricks we, as women, need to prepa...
2022-10-2124 min
Sudden Money InsightsDiane Pearson tells us her story in the Financial World & How she received her CeFT designation.Certified Financial Transitionist Diane Pearson joins Susan K. Bradley on this episode of Sudden Money Insights.
Learn more about becoming a CeFT: https://www.financialtransitionist.com
Connect with Diane Pearson (Pearson Financial Planning) https://pearsonfinancialplanning.com
https://www.linkedin.com/in/dianempearson/
https://twitter.com/DianeMPearson
https://www.facebook.com/PearsonFinancialPlanning
Connect with Susan Bradley & Financial Transitionist Institute - A Division of Sudden Money Institute
Website: www.financialtransitionist.com OR www.suddenmoney.com
Twitter: www.twitter.com/su...
2022-06-2024 minSHIFT with Ross MarinoThis is How I Work: Emotional Data & Unique Experiences with Joan CoxOn this episode of Shaping Change, Ross Marino talks with Joan Cox, Director of Advanced Planning with Transitus Wealth Partners, about the process of gathering emotional data and understanding unique experiences when focusing on clients going through major life changes.Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-06-0120 minSHIFT with Ross MarinoThis is How I Work: The Heart of Transitional Financial Planning with Robin YoungOn this episode of Shaping Change Ross Marino talks with Robin Young, President & Partner at Northstar Financial Planning, about her path to transitional planning and how she helps clients–widows in particular–navigate difficult transitional phases of their lives.Connect with Robin Young on LinkedInLearn more about Northstar Financial Planning:WebsiteLinkedInTwitterGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-05-2516 minSHIFT with Ross MarinoThe Missing Piece in Financial Planning with Lisa KirchenbauerOn this episode of Shaping Change, Ross talks with Lisa Kirchenbauer, Founder & President of Omega Wealth Management about the process of discovering the missing piece in financial planning–the human element.Connect with Lisa:LinkedInTwitterLearn more about Omega Wealth Management:WebsiteFacebookYouTubeGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Res...
2022-05-1827 minSHIFT with Ross MarinoRetirement Advising with "The Bucket Plan" Author Jason L. SmithOn this episode of Shaping Change Ross Marino interviews Jason L. Smith, Author and Founder & CEO of C2P Enterprises and J L Smith Group. They discuss key points from his book “The Bucket Plan” and his upcoming book “The Rainmaker Multiplied” that details his life and background in financial services.Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-05-1123 minSHIFT with Ross MarinoRetirement & Longevity Summit Wrap-Up with Kathi Balasek, Joy Lere & Joanne BurkeOn this episode of Shaping Change Ross talks with Kathi Balasek, Joy Lere & Joanne Burke about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions they led as speakers and the most memorable moments and takeaways from RLS 2022.Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-05-0425 minSHIFT with Ross MarinoRetirement & Longevity Summit Wrap-Up with Joan Cox, Miriam Whiteley & Jude BoudreauxOn this episode of Shaping Change Ross talks with Joan Cox, Miriam Whiteley & Jude Boudreaux about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions they led as speakers and the most memorable moments and takeaways from RLS 2022.Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-04-2017 minSHIFT with Ross MarinoRetirement & Longevity Summit Wrap-Up with Katie Braden & Mike KurzOn this episode of Shaping Change Ross talks with Katie Braden & Mike Kurz about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions led by both speakers and the most memorable moments and takeaways from RLS 2022.Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-04-0614 minSHIFT with Ross MarinoInterview with Hannah Moore: Financial Planning - More Than Just MoneyOn this episode of Shaping Change Ross Marino talks with Hannah Moore, Owner & Principal Financial Planner at Guiding Wealth. Financial planning is about so much more than money alone–they discuss Hannah’s journey to that discovery, how she connects with her clients on a human level, and how to evolve as a financial planner focusing on retirement & transition.Connect with Hannah Moore:LinkedInTwitterLearn more about Guiding Wealth:WebsiteLinkedInFacebookGet your copy of "Shaping Change"Connect With A2X Social:Facebook...
2022-03-2325 minSHIFT with Ross MarinoInterview with Jordan Hutchison: Finding Flow & Fulfillment in TransitionOn this episode of Shaping Change, Ross Marino talks with Jordan Hutchison, Director of Partnerships at XY Planning Network, about his research & work in “flow theory” and its practical application in a practice to support the human side of financial planning.Learn more about XY Planning Network:WebsiteLinkedInTwitterConnect with Jordan Hutchison:LinkedInTwitterGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Right...
2022-03-0921 min
Real Talk with Life After Grief ChrisA Conversation with a Financial Planning Pioneer--Susan Bradley!Send us a textIn today's episode, I am very humbled and delighted to interview someone whom I both admire and respect, Susan Bradley. Susan led me to a very specific training she created called the Certified Financial Transitionist® (CeFT®). As I have mentioned in a previous podcast, I was searching for a training that would complete my personal and professional experience. Susan's training has provided me with scientific theory behind life transitions and in my case, grief. Through Susan's training I have completed the trifecta of personal experience, professional experience honed with scientific theory to garner tools...
2022-03-0735 minSHIFT with Ross MarinoInterview with Reese Harper: The Elements of Financial PlanningOn this episode of Shaping Change Ross Marino talks with Reese Harper, CEO of The Elements Financial Planning System and Founder of Dentist Advisors. They discuss Elements innovative and behavior focused approach to the client/advisor relationship. Learn more about The Elements Financial Planning System:WebsiteLinkedInPodcastTwitterLearn more about Dentist Advisors:WebsiteGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Re...
2022-02-2335 minSHIFT with Ross MarinoInterview with Dr. Kelly Crace: Flourishing During Life TransitionsOn this episode of Shaping Change, Ross Marino talks with Dr. Kelly Crace, Associate Vice President for Health & Wellness & Director of the Center for Mindfulness and Authentic Excellence at William & Mary University. They discuss the psychology of decision making during transitional or traumatic times, and how you can guide and support clients facing those issues.Learn more about Health & Wellness at William & Mary University.Connect with Dr. Kelly Crace on LinkedIn.Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitter...
2022-02-0935 minSHIFT with Ross MarinoInterview with Dr. Moira Somers: Understanding Life Transitions in Financial PlanningOn this episode of Shaping Change, Ross Marino talks with Dr. Moira Summers, clinical neuropsychologist and Author of “Advice that Sticks: How to give financial advice that people will follow”. They discuss the impact that major life transitions and identity changes have on financial decision making, and finding meaning in those transitions moving forward in life.Learn more about Dr. Moira Somers: Money, Mind and MeaningMichael Kitces on "Advice that Sticks"Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwit...
2022-01-1233 minSHIFT with Ross MarinoInterview with Molly Prues: Aging With Purpose & PositivityOn this episode of Shaping Change, Ross Marino talks with Molly Prues, Founder of Vistalynk about reimagining the aging process and helping clients find a sense of purpose in retirement. They also discuss the health/wealth paradigm and the concept of “interdependence” between generations in retirement.Learn more about Vistalynk:LinkedInFacebookTwitterYouTubeGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2021-12-2924 minSHIFT with Ross MarinoInterview with Joy Kirsch: Managing Life Changing EventsOn this episode of Shaping Change, Ross Marino talks with Joy Kirsch, CFO of Life Changing Events at Merit Financial Advisors. Kirsch shares insights on the financial planning process for widows and how it differs from working with retirees. Joy and Ross also discuss the “don’t do” list for financial planners, and how to develop your own to serve your clients. Learn more about Merit Financial Advisors Follow Merit on Social:LinkedInTwitterFacebookYouTube Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financ...
2021-12-1528 minSHIFT with Ross MarinoInterview with John Diehl: Writing Your Money StoryOn this episode of Shaping Change, Ross Marino interviews John Deihl, Sr. Vice President of the Applied Insights team at Hartford Funds. They talk about the three questions that can predict future quality of life, and how to write your own retirement story.Follow Hartford Funds on LinkedInGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2021-12-0120 min
Be Advised - Leading with Value37. The Four Stages of Life Transition With Ross MarinoYour emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be.
In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called “Shaping Change”. Ross and Brad also discuss how to manage your client relationships when your clients are in the midst of a life transition.
Ross discusses:
What led him to write the book called “Shaping Change”
How to address uncertaint...
2021-11-2430 minSHIFT with Ross MarinoInterview with Penny Phillips: Manage Change and ThriveOn this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top tier client service.Learn more about Journey Strategic Wealth.Follow Penny Phillips & Journey Strategic Wealth on Social:Penny Phillips LinkedInJSW LinkedInPenny Phillips TwitterGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagram...
2021-11-1727 minSHIFT with Ross MarinoInterview with Mary Martin: Mindfulness for Financial AdvisorsOn this episode of Shaping Change Ross Marino talks with Mary Martin about practicing mindfulness, its effect on pain versus suffering, and the human capacity for resilience. Mary Martin is a mindfulness educator and the Author & Creator of “Mindfulness for Financial Advisors: Practicing a New Way of Being”.Connect with Mary Martin & learn more about Mindfulness:WebsiteLinkedInTwitterGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reser...
2021-11-0329 minSHIFT with Ross MarinoInterview with Devin Eckberg: A Holistic View of the Client MindsetOn this episode of Shaping Change, Ross Marino interviews Devin Eckberg, Chief Learning Officer and Managing Director at Investments and Wealth Institute. They discuss client service through an holistic, comprehensive lens, and the evolution of risk management in the context of retirement.Learn more about Investments and Wealth InstituteTwitterLinkedInYouTubeGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2021-10-2024 minSHIFT with Ross MarinoInterview with Jamie Hopkins: The Future of RetirementOn this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They talk key elements of Jamie’s book “Rewirement”, along with discussions on the evolution and potential disruption of the future of retirement.Get your copy of "Rewirement" by Jamie HopkinsConnect with Jamie Hopkins:WebsiteLinkedInTwitterLearn More About Carson Group:WebsiteLinkedInTwitterGet your copy of "Shaping Change"Connect With A2X Social...
2021-10-0622 minSHIFT with Ross MarinoInterview with Jamie Hopkins: Human Nature & NumbersOn this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They discuss the natural inclination to focus on income or a “magic number” when receiving financial advice, and how to help clients overcome that fixation, as well as the second edition revisions of Jamie’s book “Rewirement”. Get your copy of "Rewirement" by Jamie HopkinsConnect with Jamie Hopkins:WebsiteLinkedInTwitterLearn More About Carson Group:WebsiteLinkedInTwitterGet yo...
2021-09-2219 min
CEFT's PodcastĐẦU TIÊN, hãy là một NHÂN VIÊN CẦN MẪN!Trước khi nghĩ đến việc được Thăng Chức hãy làm tốt công việc hiện tại của bạn một cách chu đáo, tận tâm và chất lượng nhất.
Cụ thể là:
- Nắm vững và chi tiết các quy trình vận hành của công việc bạn đang làm. Đừng nắm hời hợt, qua loa.
- Tập viết các báo cáo, email thật chỉnh chu. Sự thật mà nói: Báo cáo của bạn chỉ thật sự đáng gi...
2021-09-1704 min
CEFT's PodcastHướng dẫn trả lời câu vì sao nghỉ việc ở công ty cũ?chúng ta cần thống nhất vài quan điểm như sau nhé: Không bao giờ đi nói xấu/cắn lại sếp, đồng nghiệp, công ty cũ. Trên đời không ai thích nghe điều tiêu cực và người phỏng vấn cũng vậy. Trong mọi tình hình, đều phải thành thật. Nói xạo khi phỏng vấn chẳng khác nào tự tát vào mặt mình.
2021-09-1003 min
CEFT's Podcast03 BƯỚC CẦN NẮM ĐỂ TIẾP CẬN MỘT CÔNG VIỆC MỚITui muốn chia sẻ với các bạn cách mà bạn có thể tiếp cận một công việc mới và phát triển cùng với nó một cách tốt nhất. Bỏ ra 4 phút coi clip tui làm nha. Tui làm không có hay nhưng được cái chia sẻ thiệt tình lắm!
2021-09-0904 min
CEFT's PodcastLàm sao tích lũy kiến thức có giá trị?Nhiều người lạc lối giữa thông tin và cho rằng nó là kiến thức. Thực ra chúng ta đang phải bươn chải rất nhiều để tích lũy đủ và đúng cái chúng ta cần
2021-09-0807 minSHIFT with Ross MarinoInterview with Courtney Pullen: Understanding Generational WealthOn this episode of Shaping Change Ross Marino interviews Courney Pullen, President of the Pullen Consulting Group & Author of 'Intentional Wealth'. They discuss the factors that cause families to lose generational wealth and what can be done, from both a personal and advisory standpoint, to avoid that loss.Get your copy of 'Intentional Wealth' Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2021-09-0833 min
CEFT's PodcastQuản lý chất lượng để làm gì?Theo quý anh chị và các bạn, tại sao công ty phải làm quản lý chất lượng, phải xây ISO/HACCP các kiểu?
2021-09-0704 min
CEFT's PodcastĐiều quan trọng nhất khi xây dựng và vận hành hệ thống QLCLTheo bạn điều gì là quan trọng nhất, quyết định sự thành bại trong việc xây dựng và vận hành một HTQLCL tại doanh nghiệp?
2021-09-0704 min
CEFT's PodcastCho mình một lý doCuộc sống con người ngày nay tất bật và nhiều lo nghĩ quá, nên đôi khi chúng ta quên luôn lý do chúng ta bắt đầu. “Lý do” ở đây không cần phải hoa mỹ và cao cả gì hết, nhưng ít nhất khi làm 1 việc gì cũng cần lý do.
2021-09-0604 min
CEFT's PodcastThịt mát là gì?Các sản phẩm thịt heo mát, có lẽ là thuật ngữ còn xa lạ với đa số người. Nhưng nó đã được sử dụng ở Châu Âu từ khoảng năm 1960, ở Việt Nam đây là một dòng sản phẩm khá mới mẻ, chỉ phát triển đâu đó trong vòng 3-5 năm gần đây bởi các tập đoàn lớn.
Với tâm lý của người sử dụng: Thịt heo mát là sản phẩm sạch, an toàn vệ sinh và đảm bảo dinh dưỡng hơn các sản phẩm heo nóng.
Còn với góc
2021-09-0604 min
CEFT's PodcastTâm Tình Thực Phẩm Công NghiệpNếu các dòng sản phẩm công nghiệp biết nói, chúng sẽ nói gì?
Thưa quý người tiêu dùng, chúng em (bơ sữa, đồ hộp, mì gói, xúc xích, nước ngọt, bia và n thứ khác nữa…) vốn dĩ được sinh ra từ nhiều lý do khác nhau. Có đứa do bố mẹ nguyên liệu tươi để lâu không dùng được nên người ta mang muối, chiên,hấp và đóng lon. Có đứa vì phải theo chân những người lính vào các cuộc chiến ch...
2021-09-0506 min
CEFT's PodcastGửi các bạn sinh viênMột vài điều muốn nhắn gửi các bạn: Sinh viên sau khi ra trường thường rơi vào tình trạng khủng hoảng tâm lý do đi xin việc mãi mà không được vì đi đâu nhà tuyển dụng cũng đòi kinh nghiệm. Các bạn hãy nghe các ly do mình liệt kê nhé
2021-09-0404 min
CEFT's PodcastGóc nhìn về đồ HandmadePodcast về những góc nhìn, quan điểm về xã hội, công nghệ, tạo động lực cho các bạn trẻ
2021-09-0405 minSHIFT with Ross MarinoInterview with Taylor Schulte: Finding Your Financial Planning NicheRoss Marino talks with Taylor Schulte, Founder & Financial Planner at Define Financial, about finding his niche in retirement planning and the ups and downs of shifting into that niche. In the interview they discuss client deliverables, Michael Kitces’s views on how retirees spend money, and content creation as a tool for financial advisor marketing.Connect with Taylor Schulte:WebsiteExperiments in Advisor Marketing PodcastLinkedInTwitterLearn more about Define Financial:WebsiteLinkedIn"Why Most Retirees Will Never Spend Down Their Portfolio" by Michael Kitces
2021-08-2536 minSHIFT with Ross MarinoInterview with Dr. Roger Landry: Aging & Longevity (Part 2 of 2)On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry, President and Preventive Medicine Physician at Masterpiece LLC, about new trends in healthy aging, the importance of intergenerational connection, and the ways retirement communities can provide excitement and inspiration. Get your copy of 'Live Long, Die Short: A Guide to Authentic Health and Successful Aging'Connect with Dr. Roger Landry:LinkedInLearn more about Masterpiece Living:WebsiteLinkedinGet your copy of "Shaping Change"Connect With A2X Social:Facebook
2021-08-1127 min
The Exceptional Advisor PodcastLife Happens, Plans Change: The Importance of Transitional Planning w/ Susan Bradley, CFP® , CeFT® & Ross Marino, CFP® , CeFT® Robert Powell, the editor of Retirement Daily at The Street, interviews Susan Bradley, CFP® , CeFT®
2021-07-3045 minSHIFT with Ross MarinoInterview with Dr. Roger Landry: Aging & Longevity (Part 1 of 2)On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry, President and Preventive Medicine Physician at Masterpiece LLC, about his long journey as a physician, from working with the military focusing on prevention, to ultimately deciding to narrow his focus to aging and longevity. They also discuss Dr. Landry's book, 'Live Long, Die Short: A Guide to Authentic Health and Successful Aging'.Connect with Dr. Roger Landry:LinkedInLearn more about Masterpiece Living:WebsiteLinkedinGet your copy of "Shaping Change"Connect With...
2021-07-2819 minSHIFT with Ross MarinoBehavioral Finance: Interview with Daniel CrosbyDaniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and multi-published author, talks with Ross Marino about behavioral finance.What does a Chief Behavioral Officer do? Daniel talks with Ross about what his position encompasses. Using tools, training, and technology, Daniel devises systems to educate advisors on how to implement behavioral finance into their practice. Daniel and Ross discuss how to address behavioral phenomena clients exhibit--including behavior toward risk, fighting about money and mental accounting--while transitioning into retirement and other ways the inclusion of behavioral finance can improve your practice.Connect with Daniel:LinkedIn
2021-07-1428 minSHIFT with Ross Marino3 Big Questions When Transitioning Into Retirement: Part 4 of 4 with Susan BradleyIn the fourth installment with Susan Bradley, Ross Marino and Susan, co-authors of the book “Shaping Change”, talk about the questions your clients should consider regarding what is important to them while planning for this transition. Seeking out activities that can be routine, social, challenging, and measurable, allow you to have a successful flow transitioning into retirement. Ask yourself:What do I need to protect? What aspects of your working life or former life are priorities? What do I need to let go of? This can include anything from tangible items to memberships and activities that no...
2021-07-0119 minSHIFT with Ross MarinoSeeking Flow in Retirement: Part 3 of 4 with Susan BradleyIn the third installment with Susan Bradley, Ross Marino and Susan, co-authors of the book “Shaping Change”, discuss the four characteristics of activities that can successfully employ these keys so you can help your clients make the best of their time after retirement.Activities should be: Routine - Explore and partiipate in regularly scheduled, repeatable activities that become a part of your lifestyle.Social - Avoid isolation, gain perspective, and maintain your mental health with new and consistent social interaction.Challenging - Choosing activities that are too easy, comfortable or familiar may result in boredom. Choose activ...
2021-07-0122 minSHIFT with Ross MarinoThe 2 Views of Retirement: Part 2 of 4 with Susan BradleyIn the second installment of Ross Marino's talk with Susan Bradley, both co-authors of the book “Shaping Change”, discuss how to help your clients find a balance between past expectations for retirement and new, unexpected opportunities that can greatly improve quality of life.Old ViewFinancially, people used to rely on their pension and investments for their retirement income. Once they hit 65, the magical age for retirement, they envisioned themselves doing nothing but playing golf and spending time with family and friends. This old view is now being replaced by new ideas of what retirement can...
2021-07-0118 minSHIFT with Ross MarinoThe 3 Keys to a Successful Retirement: Part 1 of 4 with Susan BradleyIn the first installment of Ross Marino's talk with Susan Bradley, co-authors of the book “Shaping Change”, they discuss the three key components to a successful retirement. Help your clients prepare for anything that might come their way and handle unforeseen changes as they plan for retirement by using the three C’s: Community, Control and Contribution.CommunityThe human side of retirement revolves around community. Humans are social creatures, but during retirement, you may lose the connections that you had in your working life. Like physical health, maintaining your mental health is necessary to thrive, which...
2021-07-0118 min
Operators To OWNERSThe Cutting Edge - Article 5 - Economics of Ampicillin vs Ceftiofur for Metritis TreatmentFind a complete typed summary at otovets.com/cuttingedge or the full article at https://www.journalofdairyscience.org/article/S0022-0302(19)30507-7/fulltext.Title: Economic comparison of systemic antimicrobial therapies for metritis in dairy cowsPublished by F.S. Lima, A. Vieira-Neto, J.A. Snodgrass, A. De Vries, J.E.P. SantosObjective: To first determine cost of metritis for 2 antimicrobial treatments using a herd budget that includes costs associated with incidence of concurrent diseases, milk production and reproduction losses, and removal from the herd and second to apply sensitivity analysis to determine...
2020-02-1032 min
MERICS China PodcastChen Xiangming on the China-Europe Freight TrainOctober 31, 2019Since the first China-Europe freight train reached Duisburg from the megacity of Chongqing in southwestern China in 2011, the number of trains and routes have multiplied to various and frequent services. The trains carry containerized goods between Chinese cities and major European urban centers. The China-Europe Freight Train (CEFT) is part of China’s Belt and Road Initiative (BRI) and its Go West Strategy. What kind of opportunities and challenges will the implementation of the China-Europe Freight Train (CEFT) face? What local impact will it have? In this episode of our MERICS Experts podcast, Chen Xiangming, Professor at Trinity Co...
2019-10-3134 min
Becoming Referable PodcastSusan Bradley on the Human Side of MoneySusan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute, the organization that has created the Certified Financial Transitionist® (CeFT®) designation. Susan has served on the FPA’s National Board of Directors, currently sits on the NFLPA’s Financial Education Advisory Board, and serves as the Dean of Transitions for the Purposeful Planning Institute. She [...]
The post Susan Bradley on the Human Side of Money appeared first on Becoming Referable.
2018-05-3138 min
Financial Advisor SuccessEp 046: Training Financial Advisor Empathy And Communication Skills Through The CeFT Designation with Susan BradleyToday's guest, Susan Bradley, is the founder of Sudden Money Institute, which trains financial advisors to work with clients who experience an abrupt increase in their finances. These so-called "sudden money transitions" can come from a personal injury settlement, an inheritance, a divorce settlement, or any other swift influx of money, and they require a unique skill set from advisors. That's why Sudden Money Institute trains advisors through a designation program called The CeFT (Certified Financial Transitionist). In this episode, we talk in depth about why advisors need to understand how to help clients through sudden money...
2017-11-141h 43