Shows
Atomic Business CoachingHard Questions, Simple Solutions | Ross Lawrence & Oforma ChinekeAdam and Tom, alongside members of the Project 2740 community, bring you a new episode of Hard Questions, Simple Solutions. You’ll meet Ross Laurence, a creative production agency owner from Los Angeles, and Oforma Chineke, a business analyst consultant based in Canada. The episode explores the evolution of the 5WH system for pattern recognition and the importance of a 90-day review cycle to adapt strategies effectively.Tom Marino outlines three pillars for building resilience: showing up consistently, doing the work, and trusting the process. These are encapsulated in their "CEO mindset"—commitment, effort, and obsession. Adam Hurd expa...2024-12-1330 min
Arts and CraftTyley Ross - Performer and voice coachTyley Ross, an award-winning performer and in-demand voice coach has starred on Broadway and major Canadian stages. He joins us to chat about the ups and downs of his artistic journey and the happy accidents along the way. TyleyRossVoice-----------------------Tyley is an actor, singer, recording artist and voice coach. He got his first break in his native Canada when he was cast by Pete Townshend to play the title role in The Who’s Tommy (Dora Award for Outstanding Performance in a Musical). He’s been active on stage ever since: Chris in Miss Saigon...2024-11-1047 min
Do Business. Do Life. — The Financial Advisor Podcast — DBDL067: Ross Marino - The Power of Human-First Financial GuidanceToday, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a deeper level, you can provide the guidance they need to navigate life's uncertainties. That’s what human-first financial advice is all...2024-06-0552 min
The Advice Business PodcastImplementing Human-First Advice with Ross MarinoHow does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratifying and enlightening conversations with clients.“You have to take a human first approach. Some people get it quickly, and they start doing it early on in their career. For me, it took a few decades, but better to be slow than stupid.”Key Takeaways:Embracing a human-first approach doesn't require a seismic shift—start by simply shifting the c...2024-05-3025 min
The My Love of Golf PodcastPXG (Parsons Extreme Golf) Behind the full scale launch of PXG in Australia & NZ with Chris Marino of PXG | THE MLOG POODCAST EP 283PXG ( Parsons Extreme Golf ) with Chris Marino
Until recently PXG products were only available at a small selection of Australian Specialist club fitting centres.
With the launch of the new Black Ops range the brand is officially launching at scale in Australia with the backing of experienced Australian Golf Product distributor Champion Sports.
Of course, this now means that the range will be far more widely accessible and available for example at Australia's Biggest Golf Retailer, our friends Drummond Golf.
In this episode, we chat to...2024-03-2644 min
The BiztapeRoss Marino on Championing Human-First Financial GuidanceThis week, Ross Marino joins us to share how he believes financial guidance can and should pivot to a people-first mindset. Ross shares his insights on nurturing trust with clients, becoming not just advisors but financial therapists who provide support when stability seems fleeting. As the CEO and Founder of Advisor2X, Ross also shares with us how this mission of creating human first financial guidance helped form the SHIFT conference. This event isn't just about filling seats; it's about crafting a tribe that resonates with your mission, effortlessly drawing in a crowd of professionals ready to...2024-01-1927 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 min
The Human Side of Money103: Making The Shift To Human-First Financial Guidance with Ross MarinoThere’s a critical mistake made by almost every advisor around the world every single day.
We focus more on the plan than the person. More on what we do than what they need.
Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance. Fortunately, Ross Marino embraced this shift long ago and built a firm that specializes in human-first financial guidance.
He tells us what led to him embracing the shift to human-first financial guidance and provides a simple framework to apply with prospects and clients.
He...2023-12-071h 49SHIFT 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 min
The Humans vs Retirement PodcastShifting the Retirement Mindset to "Think, Feel, Do" with Ross MarinoSummary Ross Marino is the founder of Transitus Wealth Partners and the founder & CEO of Advisor 2X which organises and hosts global leading human first financial conferences such as SHIFT. He is a passionate advocate for Human-First Financial Guidance and author of the brilliant book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan. He is a Certified Financial Transitionist and a key member of the Sudden Money Institute. In this episode Ross and I discuss the importance of flexibility, adaptability, and resilience in retirement and reveal how these qualities are crucial because...2023-09-2947 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 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 min
The Active AdvisorThe Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2XIn this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X, a professional development company for financial advisors. Ross has been a financial advisor for over 30 years. He is a social entrepreneur, author, and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance ™. Join us for a fascinating conversation where we cover the following touchpoints:Four questions to truly understand and connect with clientsThe role that emotions play in building trust and closing busin...2023-08-0831 min
FAST Podcast - Financial Advisor Strategy TalksThe Virtual First Advantage: Empowering Financial Advisors in the Digital Age with Ross Marino (Ep. 19)It’s vital not to lose sight of the importance of human interaction and personalized guidance in the financial industry. Human-first financial guidance emphasizes the significance of building relationships, understanding individual needs and tailoring solutions accordingly. Financial advisors who prioritize the human aspect of their profession can provide empathetic support, establish trust and offer a more holistic approach to their clients’ financial well-being. In this episode, Lara is joined by Ross Marino, CFP®, CeFT®, an esteemed financial advisor with over 30 years of experience. As an author, social entrepreneur and founder of Transitus Wealth Partners, Ross brings a wealth...2023-07-1237 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.com2023-06-1317 min
The Most Hated F-WordHow to Embrace Financial Change: Insights from Ross Marino on Human First Financial GuidanceWith Ross Marino CFP® CeFT® | Partner Transitus Wealth | Founder of Advisor 2X
Summary:
In this episode, we delve into the world of financial change and its impact on our lives. Join us as we explore the expertise of Ross Marino, a seasoned financial advisor and advocate of Human First Financial Guidance. Ross shares his valuable insights on navigating through financial transitions, embracing change, and recognizing the importance of prioritizing our human experiences over mere financial equations. Discover how Ross's unique approach can help you gain a deeper understanding of yourself, cultivate resilience, and make informed decisions in the face of fi...2023-06-081h 01SHIFT 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 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 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 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 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 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 min
Balanced Growth Show with Dr. Travis ParryEp 30: Contingency Planning and Change with Ross MarinoOn today's episode, Ross Marino, the founder of Transitus Wealth Partners and Advisor2x joins us. Ross found his passion for financial services in ninth grade after reading a copy of Money Magazine. We’ll explore Ross’ experience finding balance, how we can be resilient in the face of change, and more on today's show. Balance is at the forefront of personal development. It stems from our values and priorities. Ross had a mental shift nearly 15 years ago after hearing a pastor discuss the importance of becoming centered. Like many of us, balance for Ross is flexible and...2022-04-0738 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 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 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 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 Kitces2021-08-2536 min
Crazy Good Talks15. Writing a Book Using the Crazy Good Talks® Blueprint With Ross MarinoDo you have a book inside you that’s aching to get out? Of course you do! Well, you’re in luck because the Crazy Good Talks® Blueprint will give you the guidance and structure to write it. In this episode, Deirdre Van Nest is joined by Ross Marino CFP®, the founder and chief executive officer at … Continue reading 15. Writing a Book Using the Crazy Good Talks® Blueprint With Ross Marino →2021-08-1139 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:Facebook2021-08-1127 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 min
401(k) Specialist PodcastRoss MarinoWe 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 wh...2021-07-1914 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:LinkedIn2021-07-1428 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
The Fiduciary U™ PodcastEp #17: What To Do When Life Happens And Plans Change with Ross MarinoMany of us spend years preparing for a future we expect, but when it comes down to it, things never seem to go as planned. Our guest today is a big believer in planning for the unexpected, as life has a tendency to throw us curve-balls. Ross Marino, Founder of Transitus Wealth Partners and CEO of Advisor2X, joins the show to discuss his new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan as well as how to be flexible and adaptable to change. Listen in as we talk about how Ross has d...2021-05-1755 min
Resilient AdvisorShaping Change with Ross Marino - How I ServeRoss Marino has endured a lot of obstacles in his life to reach where he is today. Overcoming serious injuries, family medical trauma and the natural swings in the business have shaped his philosophy on business and life. He shares his journey in this interview with Jay Coulter as well as some insights on his new book with Susan Bradley called 'Shaping Change.' This is part of the How I Serve Series on The Resilient Advisor where Jay interviews leading financial advisors who are making a difference in the lives of their clients.2021-04-2726 min
Twins Talk Theatre093 - Kristi Ross-ClausenKristi Ross-Clausen is a HUGE advocate for health and safety as well as continued training. Tune in today to learn about AVIXA (the USITT of the AV world), the IATSE Training Program, and maybe an upcoming book coming out in the future!
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MarketCounsel Summit – Permission To Succeed PodcastEpisode 38 – Success is Built on “We” with Ross MarinoThis episode of Permission to Succeed features Doug Heikkinen and Ross Marino, a financial planner and the Founder & CEO of Advisor2X, discussing how advisors are excited about transitioning many aspects of their businesses to grow and stay relevant. In this podcast, you will learn about: The reversal of traditional planning relationships – yes, clients … Continue reading Episode 38 – Success is Built on “We” with Ross Marino →2020-02-1029 minPermission To Succeed PodcastEpisode 38 – Success is Built on “We” with Ross MarinoThis episode of Permission to Succeed features Doug Heikkinen and Ross Marino, a financial planner and the Founder & CEO of Advisor2X, discussing how advisors are excited about transitioning many aspects of their businesses to grow and stay relevant. In this podcast, you will learn about: The reversal of traditional planning relationships – yes, clients … Continue reading Episode 38 – Success is Built on “We” with Ross Marino →2020-02-1029 min
Top Advisor MarketingSpecial Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross MarinoHow will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise?
In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.
I...2020-02-0427 min
Top Advisor MarketingSpecial Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross MarinoHave you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time.
Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors.
In this episode, you will learn:
What to consider before deciding to invest your tim...2020-02-0432 min
Top Advisor MarketingSpecial Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross MarinoMost advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients.
In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful...2020-02-0437 min
Top Advisor Marketing PodcastSpecial Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross MarinoHow will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise?
In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.
In this episode, you wil...2020-02-0400 min
Marketing – Top Advisor MarketingSpecial Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross MarinoHow will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise? In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who … Continue reading Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino →2020-02-0400 minMarketing – Top Advisor MarketingSpecial Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross MarinoHave you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time. Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our … Continue reading Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino →2020-02-0400 minTop Advisor Marketing PodcastSpecial Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross MarinoHave you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time.
Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors.
In this episode, you will learn:
What to consider before deciding to invest your time at a conference
What qualitie...2020-02-0400 minMarketing – Top Advisor MarketingSpecial Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross MarinoMost advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients. In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations … Continue reading Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino →2020-02-0400 minTop Advisor Marketing PodcastSpecial Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross MarinoMost advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients.
In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode.
In this episod...2020-02-0400 min