Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".Από τον Ross Marino, CFP®, CPFA, CeFT®

Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.Από τον Ross Marino, CFP®, CPFA, CeFT®

Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.Από τον Ross Marino, CFP®, CPFA, CeFT®

Dr. 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.Από τον Ross Marino, CFP®, CPFA, CeFT®

Chloe 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.Από τον Ross Marino, CFP®, CPFA, CeFT®

Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ashley Quamme and Ross Marino discuss how retirement effects a person's spending habits and how to shift their mindset to overcome their personal roadblocks.Από τον Ross Marino

Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.Από τον Ross Marino, CFP®, CPFA, CeFT®

George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ashley Quamme joins Ross Marino discussing couples thinking through and discussing their retirement vision with their partner.Από τον Bryant Lester

Ashley Quamme joins Ross Marino with tips on how to approach discussing your final estate plans with your adult children.Από τον Bryant Lester

Amy 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.Από τον Ross Marino, CFP®, CPFA, CeFT®

Mary 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.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ross 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.Από τον Ross Marino, CFP®, CPFA, CeFT®

Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.Από τον Ross Marino, CFP®, CPFA, CeFT®

Andrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.Από τον Ross Marino, CFP®, CPFA, CeFT®

Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.Από τον Ross Marino, CFP®, CPFA, CeFT®

Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.Από τον Ross Marino, CFP®, CPFA, CeFT®

Saundra 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.Από τον Ross Marino, CFP®, CPFA, CeFT®

Phillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.Από τον Ross Marino, CFP®, CPFA, CeFT®

Sidney Divine joins Ross Marino sharing insights into a career as a life planner. #lifeplanning #financialplanning #shifteventΑπό τον Ross Marino, CFP®, CPFA, CeFT®

Sheri 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/Από τον Ross Marino, CFP®, CPFA, CeFT®

Nancy 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.comΑπό τον Ross Marino, CFP®, CPFA, CeFT®

Dan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.Από τον Ross Marino, CFP®, CPFA, CeFT®

Dr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.Από τον Ross Marino, CFP®, CPFA, CeFT®

Από τον Ross Marino, CFP®, CPFA, CeFT®

Ashley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.Από τον Ross Marino, CFP®, CPFA, CeFT®

Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.Από τον Ross Marino, CFP®, CPFA, CeFT®

Mary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.Από τον Ross Marino, CFP®, CPFA, CeFT®

Meghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ross Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ross 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.Από τον Ross Marino, CFP®, CPFA, CeFT®

Wilbur Swan, CEO & Co-Founder of Catchlight, speaks with Ross about improving your prospecting using advances in data collection.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ed Coambs joins Ross to speak about the roll of the Therapeutic Financial Planner.Από τον Ross Marino, CFP®, CPFA, CeFT®

Ross and guests Julie Johnson & Courtney Ranstrom speak about the importance of a Human First approach to financial planning.Από τον Ross Marino, CFP®, CPFA, CeFT®

On 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. #shiftevent Learn more at https://humanfirst.live Connect with Sarah: Twitter LinkedIn Learn more about DataPoints: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn…

On 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. #shiftevent Learn more at https://humanfirst.live Watch Sudden Money Insights with Susan K. Bradley on YouTube Connect with Susan and learn more about The Financial Transitionist Insti…

On 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: Twitter LinkedIn Learn more about Money Quotient: Website Twitter LinkedIn Facebook Connect W…

Founder 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.live Check out Brendan’s Podcast “The Human Side of Money” Connect with Brendan: Twitter LinkedIn Learn more about Wired Planning Conn…

On this episode of SHIFT Brian Portnoy, Founder of Shaping Wealth, joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment. Learn more at https://humanfirst.live/ Connect with Brian: Twitter LinkedIn Learn more about Shaping Wealth: Website Twitter LinkedIn Connect With A2X Social: Facebook Link…

On 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. #shifttheconversation Learn more about SHIFT by visiting https://humanfirst.live/ Learn more about the Pearl Institute Connect with Dr. Pearlman: LinkedIn Twitter Connect W…

Learn more at https://humanfirst.live On 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: LinkedIn Twitter Learn more about Carson Group: Website LinkedIn Twitter Instagram Facebook YouT…

On 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. #shifttheconversation Learn more at https://humanfirst.live/ Connect with Penny: Twitter LinkedIn Learn more about Journey Strategic We…

On 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. #shifttheconversation Connect with Megan on LinkedIn Visit humanfirst.live to learn more about SHIFT Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn …

On this episode of SHIFT Dr. Emily Koochel talks with Ross about eMoney research & initiatives surrounding financial wellness & relationships. #shifttheconversation Visit humanfirst.live to learn more about SHIFT Connect with Emily on LinkedIn Learn more about eMoney: Website LinkedIn Twitter YouTube Facebook Connect With A2X Social: Facebook Linke…

Jordan 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: Twitter LinkedIn Learn more about Shaping Wealth: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Ad…

On 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. #shifttheconversation Visit humanfirst.live to learn more about SHIFT Connect with Kathi: Twitter Website LinkedIn Conne…

On 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: Facebook LinkedIn I…

On 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 LinkedIn Learn more about Northstar Financial Planning: W…