SHIFT with Ross Marino

Preventing Trust Fund Monsters with Steve Lockshin

Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".

Screening Questions for Prospective Clients with Meghaan Lurtz

Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.

Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall

Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.

Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry

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.

Creating a Practice on Purpose with Laura LaTourette and Chloe Moore

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.

Human First Discovery Meetings with Stoy Hall and Larry Sprung

Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.

New Skool Marketing with Candice Carlton

Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.

From Psychology to Life Planning with George Kinder

George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.

Developing and Maintaining Client Trust and Commitment with Amy Mullen

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.

Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta

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.

Understanding the Money Story with Ed Coambs

Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.

Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson

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.

The Rise in Gray Divorce with Andrew Hatherley

Andrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.

Serving Women with Cary Carbonaro

Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.

Rock & Roll Meets Financial Services

Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.

Humans vs. Retirement

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

Microfinancial Planning with Phillipp Hecker

Phillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.

The Continuum of Financial Advice with Saundra Davis

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.

Life Planning is for Me with Sidney Divine

Sidney Divine joins Ross Marino sharing insights into a career as a life planner. #lifeplanning #financialplanning #shiftevent

Connecting by Outcaring the Competition with Sheri Fitts

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/

Human First Sales Process with Nancy Bleeke

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.com

Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof Gleich

Dan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.

Life, Money, Balance

Dr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.

Thinking Like a Financial Futurist with Brandy Baxter

Financial Therapy Meets Financial Planning with Ashley Quamme

Ashley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.

Human-First Marketing with Robert Sofia

Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.

Anchors, Ostriches, and a Hot Pair of Scissors

Mary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.

The Why Behind Scaling a Practice with Meghaan Lurtz

Meghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.

The Art of Being Curious with Kristy Archuleta

Ross Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.

Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez

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.