Shaping Change with Ross Marino

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:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

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 LinkedInLearn more about Northstar Financial Planning:WebsiteLinkedInTwitterGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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 Reserved.

On 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.

On 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.

On 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.

On 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.

On 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:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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 Rights Reserved.

On 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 Reserved.

On 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:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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.

On 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 Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit Financial Advisors, The Widows Journey, Ross Marino, & Shaping Change and LPL Financial are separate entities.Get your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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.

On 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:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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 Reserved.

On 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.

On 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:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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 your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On 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.

Ross 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 KitcesGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

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:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

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 A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

Daniel 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:LinkedInTwitterDaniel Crosby's Authored Works: Buy on AmazonLearn more about OrionLearn about The Retirement & Longevity SummitGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In 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 longer fulfill you or fit into your new life.What do I need to create? Retirement is a new beginning. Whether you need more time in your day, or activities to fill that time, you can find new and exciting ways to make it happen.What goes, what stays, what gets created and what is the top priority to protect?Learn about The Retirement & Longevity SummitGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In 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 activities that require some effort--whether mental or physical.Measurable - Set your own criteria for satisfying activities and make sure they are worth the time and money you spend on them.Why do these characteristics matter? When we're not engaged in fulfilling activities, we're more apt to become bored or spend extra money--but retirement is a journey, not a race. Remember to give yourself the room to try, reflect, adjust.Learn about the Retirement & Longevity SummitGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In 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 be.New View There is no set way to live this new chapter of your life. This can feel daunting, but with creativity, curiosity, and flexibility you can find ways to make this the BEST chapter of your life. Finding new activities and alternate sources of income can bring new meaning to your time in retirement.Get ready for uncertainty--this is a time to explore! Life will never be the same, and neither will you.Learn about The Retirement & Longevity SummitGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In 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 makes building relationships and being part of a community so vital for a fulfilling retirement.ControlAs you transition into retirement, you have the ability to use your time, budget and energy for what is most important to maintain your health and happiness. Be sure to set boundaries and be honest with those around you.ContributionIt is important to live with purpose and be fulfilled with what you do. Not everyone knows what will be meaningful for them as they transition into retirement. Sometimes it takes creativity and courage to try new things and find out what brings meaning to your life.Significant events require big decisions, and big decisions require a process.There is no new beginning without an ending.Learn about The Retirement & Longevity SummitGet your copy of "Shaping Change" Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.