Claim OwnershipSHIFT with Ross Marino
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© 2024 SHIFT with Ross Marino
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SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.
74 Episodes
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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.#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.
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:TwitterLinkedInLearn more about Money Quotient:WebsiteTwitterLinkedInFacebookConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
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.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.
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:TwitterLinkedInLearn more about Shaping Wealth:Website TwitterLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
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.#shifttheconversationLearn more about SHIFT by visiting https://humanfirst.live/Learn more about the Pearl InstituteConnect with Dr. Pearlman:LinkedInTwitterConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
Learn 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.
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.#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.
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:TwitterLinkedInLearn more about Shaping Wealth:WebsiteTwitterLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
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. #shifttheconversationVisit humanfirst.live to learn more about SHIFTConnect with Kathi:TwitterWebsiteLinkedInConnect 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 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.
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