Podcast appearances and mentions of ross marino

Today, 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 about. In this episode, we dive deep into the human-first process and how a better understanding of your client's circumstances and story, will allow you to create a clear plan to help them retire with confidence.3 of the biggest insights from Ross Marino …What the human-first approach is – and how focusing less on the numbers and more on the person can transform your business.Two simple, yet very powerful questions, you can ask new clients to get them to open up and uncover their money story.What “mission meetings” are and how they can build trust, strengthen relationships, and help you provide better financial guidance.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Ross' book, "Shaping Change: How To Respond When Life Disrupts Your Retirement Plan" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "67" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/67FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.Copyright Triad Partners, LLC 2024TP06243458886

In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X, as they delve into the concept of human-first financial guidance and the art of connecting deeply with clients. Discover how Ross's unique methodology, which involves a series of insightful questions, helps to uncover clients' true financial and personal aspirations. Learn about Ross's journey and personal experiences that shaped his approach to financial planning, emphasizing a shift from traditional financial planning to understanding the human behind the numbers. Listen as they discuss the unpredictability of life's journey, noting how clients' situations and desires can drastically evolve over the years, underscoring the importance of adapting financial plans to life's ever-changing circumstances. Do you want to know a simple four-question process to help clients open up about their thoughts and feelings? Are you interested in learning how to conduct a human-first financial guidance meeting with current clients? Find out the answers to these questions and more with Ross Marino!

There'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 … Read More Read More

There'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. And, he's also leading the charge to help advisors around the world do the same. 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. Things You'll Learn: The "staple question" to start every meeting The two questions he asks in his "Re-Discovery" meetings Why the industry is shifting towards human-first financial guidance Why Ross decided to do "Re-Discovery" meetings with every client The Transitus Process: 4 questions to spark meaningful conversations   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode --> Go Here. *To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

Summary 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 our decisions are shaped by our experiences and learning, making them rational to us. We talk through why Ross believes that being open to change and adapting to new circumstances is key to navigating retirement successfully. Furthermore, Ross and I discuss the freedom and agency that retirement brings, emphasising that after decades of constraints on resources like time, energy, and money, retirement allows individuals to make their own choices. Whether it's continuing to work, pursuing hobbies, or spending time with family, retirees have the ability to determine how they want to spend their time and resources. This newfound freedom is seen as exciting and empowering. Useful Links Ross's book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan Subscribe to the Humans vs Retirement podcast on Apple Podcasts, and Spotify Download for free my 7 Step Retirement Toolkit Subscribe to my fortnightly newsletter Stay The Course Connect With Ross LinkedIn X / Twitter Connect With Me TFP Financial Planning LinkedIn X / Twitter Book in a chat if you want a second opinion about your retirement planning. Email at dan@tfp-fp.com www.humansvsretirement.com  

Ross Marino, CFP, social entrepreneur, CEO, and author has navigated the unpredictable tides of life. Emerging from a challenging chapter, he underwent a profound transformation by embracing a human-first approach to his wealth management practice and life.Now he is taking this to the industry as the creator of SHIFT events, a series that brings together industry leaders and pioneers of the human-first approach to expand its impact and help more people. By exploring his journey and the guiding principles behind it, we can all discover valuable lessons on how to cultivate deeper connections that fuel positive change in our industry. Ross' LinkedIn | https://www.linkedin.com/in/ross-marino/Transitus Wealth Partners' Website | https://transituswealth.com/Subscribe to never miss an episode and connect with us on: Website | https://bit.ly/FiCommPartnersInstagram | https://bit.ly/FiCommInstagramLinkedIn |  https://bit.ly/FiCommLinkedInTwitter | https://bit.ly/FiCommTwitter

Mark is joined by Ross Marino, the Founder and Advisor at Transitus Wealth Partners and the Founder and CEO of Advisor 2x.  In their conversation, they discuss the "shift" in financial planning conversations and how to address financial questions without solely focusing on numbers.In this episode, Ross & Mark cover:Four-Step Process:  How Ross employs a structured four-step approach in financial planning, starting with understanding the client's situation and progressing through exploring their financial history, thoughts, and feelings.Non-Judgmental Listening: How Ross emphasizes creating a judgment-free atmosphere during client interactions to encourage open sharing and establish trust.Reframing Client Perspectives: Ross occasionally helps clients see their financial situations positively by considering long-term consequences and alternatives to their decisions.Mission Statement: Having a mission statement, such as "Help others worry less and focus on what to get right," guides his conversations and decision-making processes.To learn more about how Lumiant can help you engage clients with values-based advice visit www.lumiant.io

Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.

Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.

Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.

Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.

In 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 clients The role that emotions play in building trust and closing business Foundational shift happening in financial planning Must have skills to be a successful advisor Why the future starts today

Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry. 

Maryanne Spatola joins Ross Marino to share info on how the office, and the ways we work, are changing in today's workplace.  #humanfirst #humanresources #workplace 

With 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 financial challenges. Get ready to embrace change and embark on a journey towards a human-centred approach to financial well-being. BIO Ross Marino, a financial advisor for over 30 years, is a passionate advocate of Human First Financial Guidance. With a diverse background as an author, social entrepreneur, and founder of Transitus Wealth Partners, Ross specializes in providing human-centred financial planning services. Through his extensive experience and dedication to helping individuals navigate through financial transitions, Ross has become a prominent figure in the field of financial advisory. Highlights: Gain valuable insights on embracing financial change and recognizing the aspects within your control. Discover the power of Human First Financial Guidance and how it can transform your approach to financial decision-making. Learn how to cultivate resilience and navigate through the messiness of financial transitions. Explore the significance of recognizing your emotions and core values when it comes to money matters. Uncover practical strategies for making informed financial decisions and shaping a brighter future. Quotes "Life is going to disrupt one way or another. I want to make sure I'm there to help you think and make decisions." - Ross Marino "You go from advice to guidance, where you're helping that person go where they're going to be most comfortable going." - Ross Marino "I don't manifest in my life. But I have agency." - Ross Marino "We have an industry that's almost a hundred percent focused on some goal when almost a hundred percent of people don't actually use goals." - Ross Marino "The aim is to help people worry less about what could go wrong so that they can focus more on what to get right." - Ross Marino LINKS MENTIONED: Advisor2X Youtube: CLICK HERE SHIFT Conference: CLICK HERE Transitus Wealth Partners CLICK HERE Project 100 Financial Anthems: CLICK HERE An article inspired by episode #142 with Ross Marino: Written by Shaun Maslyk Ross Marino's Four Questions of Human First Perspective In the world of financial planning, it's essential to approach clients with empathy and understanding. Ross Marino, a renowned expert in the field, has developed four thought-provoking questions that delve into the human side of financial decision-making. By embracing these questions, financial professionals can create a safe space for clients to open up, leading to more meaningful conversations and better outcomes. Let's explore Marino's four questions and their significance. Question 1: What's going on? When clients seek a financial planner's guidance, something's always happening in their lives. It could be a significant life event, a crucial decision they're facing, or an impending situation. Marino advises asking this question to initiate the conversation. However, it's important to note that the initial response may not reveal the core situation but rather a technical query or a surface-level concern. To unearth the true underlying factors, we must dig deeper. Question 2: How did you get here? This question serves as a gateway to the client's backstory. By encouraging them to share their journey, financial planners create an opportunity for clients to reflect and expre...

In this episode Dan chatted with Ross Marino a financial planner and Founder and CEO of Advisor2X.  Here they discussed, using a human first approach, how to adapt to identity changes and financial planning as a therapeutic process.  Join our community: www.nextgenplanners.co.uk

What makes a conference stand out to you? Is it the agenda? The keynote speakers? Making meaningful connections? Or maybe the refreshments and food? Attendees often feel like they have to abandon one for the other. In this episode, Rebecca Hourihan has Ross Marino, CFP®, CeFT®, Financial Planner, Social Entrepreneur, Author, CEO, and Founder of … Continue reading How Conferences Are Evolving for a Better Experience with Ross Marino, CFP®, CeFT® (Ep. 20) →

Register for Wealth@wor(k) today by visiting wealthatwork.liveOn this episode of Wealth@wor(k)...Part 1: Ross Marino talks with John Sullivan, Editor-in-chief of 401(k) Specialist Magazine, a publication/website dedicated to helping retirement plan advisors ensure a secure retirement for hard-working Americans. 401(k) Specialist is the official media sponsor for Wealth@wor(k) 2022.Part 2: Ross Marino talks with Jamie Greenleaf about the impact and adoption of the Consolidated Appropriations Act, as well as her upcoming sessions on Wealth@wor(k) 2022 in Las Vegas.Connect with John Sullivan:LinkedInTwitter401(k) Specialist SiteConnect with Jamie Greenleaf:LinkedInLearn more about TILTConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

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 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 changes with you and your family's needs. Early on in your career or business, it's natural to be slanted towards a busy work life. You are getting your new life, and new business up and running, it's going to take some time and hard work. The important thing is to learn when to pull back, to prevent yourself from building something that doesn't allow you to find balance. Join us today as we further discuss:  Balance during the early years of starting as an advisor How Ross has pulled back in business to find boundaries Letting non-negotiables structure your business Building your business with a long-term perspective More about Ross' book Shaping Change   TIMESTAMPS 1:15 – Reading Money Magazine 2:16 – Becoming balanced and centered 5:24 – Priorities shifting over time 7:21 – Biggest struggle to achieve balance 10:56 – Finding boundaries and pulling back 13:51 – Becoming the person he is today 16:52 – Advice for advisors that want to lead 21:33 – Other issues that he sees in this industry 24:41 – What has helped Ross deal with change? 28:18 – Ross' book Shaping Change 34:11 – How you can contact Ross   RESOURCES More about Ross:  https://transituswealth.com/about-us https://www.advisor2x.com/ Website: https://www.travisparry.com/ Email: travis@travisparry.com Get Travis' newest book!

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 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 Wealth@Work, Ross Marino talks with Tom Brinker, Director of The American College Center for Special Needs, about advising clients with a focus on special needs. They discuss the impact of understanding each client's individual story and situation, and the familial, legal, and financial considerations of advising under special circumstances.Learn more about The American College Center for Special Needs: https://specialneeds.theamericancollege.edu/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 Outcomes, Ross Marino talks with Bill Cates, Relationship & Referral Marketing Expert, Host of “Top Advisor Podcast”. They discuss points from the many books Bill Cates has authored including finding your ‘right fit' clients, using aspects of neuroscience & cognitive fluency to improve client relationships, and the future of leveraging virtual meetings.Learn more about Bill Cates Follow Bill Cates on Social:LinkedInYouTubeTwitterConnect 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.

Your 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 … Continue reading 37. The Four Stages of Life Transition With Ross Marino →

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 Outcomes, Ross Marino talks with Michael Kane, Managing Director of Plan Sponsor Consultants and President Emeritus with The National Retirement Advisor Council, about his successful implementation of digital marketing in retirement advising.Plan Sponsor Consultants WebsitePlan Sponsor Consultants on LinkedInMichael Kane on LinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

On this episode of Outcomes, Ross Marino and Ed Chairvolotti, CEO of Chairvolotti Financial and 401karat, talk best practices for maintaining client relationships, concerns about consumer trading technology and the importance of financial literacy.Follow 401karat on Social:LinkedInFacebookFollow Chairvolotti Financial on Social:LinkedInFacebookConnect 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 Outcomes, Ross Marino talks with Derek Fiorenza, Co-Founder, COO & CCO at Summit Group Retirement Planners, about how to retire debt free and with dignity, the qualities that make for great leadership, and Derek's food bank project “Fiorenza's Food For Friends.”Learn more about Fiorenza's Food For FriendsLearn more about Summit Group Retirement PlannersConnect with Derek Fiorenza on LinkedInConnect with Summit Group on LinkedInConnect 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.

Life decisions made with urgency, short timeframes, and pressure will shape the next chapter of someone's life. How can advisors help clients navigate thoughtfully through life's changes? In this episode, Laura Gregg and David Partain talk about the impact that life transitions can have on financial plans. Susan Bradley CFP® CeFT®, Founder of Sudden Money … Continue reading Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley →

Special Edition of Retireholics  on what's going down at the 2021 Wealth@work Conference in Nashville. A pre-conference episode with special guest Ross Marino of Advisor 2X. We'll be there!  https://wealthatwork.live/ OCTOBER 24-26, 2021 NASHVILLE

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.

In this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and has been working as an advisor for over 30 years. We discuss Ross' philosophy around decision making, how to prioritize, and how he works with clients in the moments that come up unexpectedly. He is also the founder of Advisor 2x, a company that has hosted over 1000 events and conferences for financial advisors. His new book: Shaping Change: How to Respond When Life Disrupts your Retirement Plan, which he co-wrote with Susan Bradley, is available now. 

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.

The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of heightened emotional state, either positive or negative. As a financial advisor, helping to meet your clients on level ground and produce a positive outcome from this change is key to your, and your client's, success. Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives. Ross will provide examples of these scenarios and discuss his series of four questions to answer before working towards a next-steps financial decision. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

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.

Do 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 →

On this episode of OUTCOMES, Ross Marino hosts Erin Hall, Managing Director at Strategic Retirement Partners. They discuss the transition from in-person to digital client meetings and how Erin handles work/life balance. They also discuss the importance of cybersecurity as a fiduciary duty, the book Erin is currently working on that aims to help underserviced planned sponsors find the right advisor for their needs, and the Women in Retirement Conference.The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.Connect with Erin Hall:LinkedIn Learn more about Strategic Retirement Partners:Website LinkedInConnect 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.

In this episode of OUTCOMES, Ross Marino talks with David Wood, High Performance Coach and Founder of Focus.ceo. David, once a consulting actuary with Fortune 100 companies, transitioned to coaching 20 years ago. Ross and David discuss the psychology of modern day distractions and how to succeed despite them, how to double your revenue while simultaneously increasing your free time, and the number one core skill of successful people.Visit https://www.myfocusgift.com for David's FREE Double-Your-Revenue Gift Basket.Connect with David Wood and learn more about Focus.ceo:LinkedInTwitterFacebookYouTubeConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

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

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 this episode of OUTCOMES, Ross Marino talks with Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners, a Marsh & McLennon Agency LLC company. Kathleen discusses the challenges and benefits of selling her practice to partner with Marsh & McLennon, how she chose the right place for her team to go, and what she learned from the process.Learn more about Compass Financial Partners:WebsiteLinkedInTwitterConnect with Kathleen Kelly on LinkedInConnect 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 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 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 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.

Let's face it, no amount of planning is ever going to address every single disruption that will happen during your lifetime. It's all about how you respond to these disruptions and adapt that is truly going to matter. In this episode, Charlie Epstein is joined by Ross Marino to discuss facing life's unexpected challenges head-on. … Continue reading 22. Don't Fall Victim to Life's Disruptions with Ross Marino →

In this episode of OUTCOMES, Ross Marino talks with Fred Barstein, CEO & Founder of TRAU and TPSU, and Consulting Editor for Investment News and RPA Convergence.In this episode:Retirement plan convergence & the transition from accumulation to decumulationDefined Contribution (DC) vs Defined Benefit (DB)--what is the plan balance and how will that process work?What skill sets do advisors need to facilitate that process?Making sacrifices for the sake of participants.“The Cautionary Tale of an Innovator”: Will innovative consolidators win?Financial wellness is a priority--but what does that really mean?Can new advisors compete with larger firms that have the means to be innovative?Can advisors survive if they don't join an aggregator?Leveraging technology and outsourcing for success.What do cross-selling and convergence really mean?Do we need a new type of financial advisor who can market to the young and underserved--not just the wealthy--with technology and lower fees?Making the world more mindful.Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In this episode of OUTCOMES, Ross Marino talks with CSi Advisory Services Managing Partner Kristi Baker.In this episode:-The early days of the 401(k) world.-What does CSi Advisory Services do for their clients?-Why is it important to really connect with your clients?-What advice would Kristi Baker give a new advisor entering the 401(k) world today?*-How is CSi combining sponsor focused and participant focused advising?-The importance of 401(k) advocacy.*-Technology based interaction vs the importance of the human element through a revenue lens.*-Working with employers to improve employee financial wellness.-Technology based interaction vs human interaction through a personal lens.*Connect with Kristi Baker on LinkedInLearn More About CSi Advisory ServicesConnect with CSi on LinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In this episode of OUTCOMES, Ross Marino talks with Mario Giganti, Senior VP at CAPTRUST.In this episode:- How did Mario Giganti successfully change a standing fiduciary business model to better serve his clients.- What are the benefits of a personal CFO and what makes them “personal wealth ninjas”?- Should you focus more on wealth, 401(k)s, or both?- How does Mario Giganti focus on health and personal growth and why is it so important for your retirement and financial future?- What are the benefits of Time Segmented Returns?- How should retirees think about their “time horizon” and long-term investment?Learn more about CAPTRUST:LinkedInTwitterConnect with Mario Giganti on LinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

Many 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 dealt with adversity in his own life and how advisors can coach their clients through major life transitions. You will learn why he re-branded his flagship conference from Excel 401(k) to Wealth@wor(k) and how to prepare your clients for retirement, even with the knowledge that things may change. 

Ross 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.

2020 required a lot from all of us, but most of all resilience. Resilience is nothing new to Jay Coulter, host of The Resilient Advisor Podcast, author of The Resilient Advisory Business: Business Systems For Optimization & Growth and Conquer Worry, and founder of The Resilient Advisor Coaching. How did Jay's background in mental health help him build a foundation for his businesses? What daily habits can advisors do to build resilience, and what is the number one habit that will make the biggest impact? Everyone gets stuck sometimes and falls out of personal wellness routines (like working out). What is the key to ensuring you can get over the daily physical and mental hurdles that get in your way? When it comes to sales, Jay is an expert on how to successfully use centers of influence to build your business. What is the “referral matrix”? To wrap up this information-packed episode, Ross Marino asks Jay the three questions he asks all guests: what is one thing you always thought was true that you later decided is not true? What is one thing you wish you were better at? And finally, if you could wave a magic wand, what change would you make?Resources:The Resilient Advisor - CoachingThe Resilient Advisor - PodcastThe Resilient Advisory Business - BookPinger System