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Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstorm”-- the art of relentlessly asking questions until you are confident that your answers are meaningful and impactful to the growth of your practice.
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Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.livePart 1Ross Marino talks with Jeff Acheson of Independent Financial Partners about his upcoming session at Wealth@wor(k) 2022 that revolves around changing the focus of financial planning to a human first approach.Part 2Ross Marino talks with Alex Assaley & Brett Shofner about their upcoming session at Wealth@wor(k) 2022, “Retirement Committee Meetings of the Future”.Learn more about Independent Financial Part...
Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.livePart 1Ross Marino talks with Devyn Duex & Tina Shackman about their upcoming session at Wealth@wor(k) 2022. “Getting Back to Basics” is all about figuring out basic necessities in order to develop a successful retirement plan.Part 2Ross Marino talks with Holly Knight of NFP and Faith Teope, CEO of Leverage Retirement, about their session at Wealth@wor(k) 2022. “Undressing the Mind” will address the importance...
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 A...
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:Fac...
On this episode of Wealth@Work (formerly OUTCOMES) Ross Marino talks with Stevyn Guinnip, Founder & CEO of Grow Wellthy, where she works with financial advisors in navigating their health & wellness as if it were a retirement portfolio or asset.Learn more about Grow WellthyConnect with Stevyn Guinnip on LinkedInConnect with Grow Wellthy:LinkedInFacebookConnect 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:FacebookLinke...
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 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:FacebookLinkedInIns...
In this episode of Outcomes, Ross talks with Matt Wolniewicz, President of Income America. They discuss the inner workings of Income America regarding topics such as guaranteed income accounts, how they benefit participants, challenges within the advising community, and the future of retirement saving with Income America.Learn more about Income AmericaFollow Income America & Matt Wolniewicz on Social:Matt Wolniewicz LinkedInIncome America LinkedInIncome America TwitterConnect With A2X Soc...
On this episode of Outcomes, Ross talks with Mike Webb, Senior Financial Advisor with CapTrust, formerly with Cammack Retirement Group. They discuss Mike’s long, storied career that has landed him in a position as a thought leader and content driver in the advising field. Mike discusses choosing the importance of meeting participant needs and the process and challenges of choosing content that is right for your audience.Connect With Mike Webb onTwitterLinkedInLearn More About CapTrust:Website...
In this episode of Outcomes, Ross talks with John Clark, Retirement Plan Advisor with the Heffernan Group in the Bay Area. They discuss the new state run plans and mandates on the West Coast and what effect they will have on company and individual retirement planning. They also discuss moving forward as a business post-pandemic, and the growing “FIRE Movement” that focuses on younger generations saving for early retirement. Connect With John Clark:LinkedInLearn More About The Heffernan Group:...
In this episode of OUTCOMES, Ross talks with Charlie Epstein, owner of The 401k Coach Program and principal of Epstein Financial Services, LLC.They discuss:-How to address the ‘curveballs’ life throws at you, make the best of every situation, and live your best life with the right outlook, support, and financial planning-Ross’s journey in the 401k and conference world, how the disruption of the last year affected his organization, and how that translates to the transformative nature of life.-...
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...
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-Yo...
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 Soci...
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 im...
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 ...
In this episode of OUTCOMES, Ross talks with Sam Mitchell, President and CEO of Sentinel Benefits and Financial Group. First, hear the inside scoop on what it’s like to be part of the Steering Committee building the 2021 agenda for Wealth@wor(k) 2021 in Nashville. Then hear Sam’s insights on his own practice and where the industry is headed. What has Sam learned from helping individuals with their short- and long-term needs, including both health benefits and retirement and wealth planning? W...
In this episode of OUTCOMES, Ross talks with Todd Timmerman, Managing Director of Retirement Plan Analytics. What do small and large plans share when it comes to advisors needing to ensure they do things right? How can advisors effectively deliver to a plan, regardless of size? What is the main obstacle advisors face regarding Pooled plans? With fees going down and advisor responsibilities going up, why should advisors want to be in the 401(k) plan business? Hear Todd’s take on financial well...
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