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 LinkedIn JSW LinkedIn Penny Phillips Twitter G...
Nov 17, 2021•28 min•Season 2021Ep. 14
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: Website LinkedIn Twitter Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Lea...
Nov 03, 2021•30 min•Season 2021Ep. 13
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 Institute Twitter LinkedIn YouTube Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor...
Oct 20, 2021•24 min•Season 2021Ep. 12
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 Hopkins Connect with Jamie Hopkins: Website LinkedIn Twitter Learn More About Carson Group: Website LinkedIn Twitter Get your copy of " Shaping C...
Oct 06, 2021•22 min•Season 2021Ep. 11
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 Hopkins Connect with Jamie Hopkins: Website LinkedIn Twitter Lear...
Sep 22, 2021•20 min•Season 2021Ep. 10
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: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights R...
Sep 08, 2021•33 min•Season 2021Ep. 9
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: Website Experiments in Advisor Marketing Podcast LinkedIn Twitter Learn more about Define Financial: Website Li...
Aug 25, 2021•36 min•Season 2021Ep. 8
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: LinkedIn Learn more about Masterpiece Living: Website Linkedin Get your copy o...
Aug 11, 2021•28 min•Season 2021Ep. 7
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: LinkedIn Learn more about Masterpiece Living: Website ...
Jul 28, 2021•20 min•Season 2021Ep. 6
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, fig...
Jul 14, 2021•29 min•Season 2021Ep. 5
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...
Jul 01, 2021•19 min•Season 2021Ep. 4
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 an...
Jul 01, 2021•22 min•Season 2021Ep. 3
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 View Financially, 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 s...
Jul 01, 2021•18 min•Season 2021Ep. 2
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. Community The human side of retirement revolves around community. Humans are social creatures, but during retirement, you may lose the con...
Jul 01, 2021•18 min•Season 2021Ep. 1
