Harnessing Big Data for Better Prospecting with Wilbur Swan
Wilbur Swan, CEO & Co-Founder of Catchlight, speaks with Ross about improving your prospecting using advances in data collection.
Jan 25, 2023•10 min
SHIFT with Ross Marino
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.
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Episodes
Becoming a Therapeutic Financial Planner with Ed Coambs
Ed Coambs joins Ross to speak about the roll of the Therapeutic Financial Planner.
Jan 24, 2023•20 min
Keys to Building Trust with Women w/Julie Johnson & Courtney Ranstrom
Ross and guests Julie Johnson & Courtney Ranstrom speak about the importance of a Human First approach to financial planning.
Jan 23, 2023•9 min
The Value of Human First Advising with Dr. Sarah Fallaw
On this episode of SHIFT Dr. Sarah Fallaw , President of DataPoints, discusses the value proposition of focusing on the human side of investing and financial guidance. #shiftevent Learn more at https://humanfirst.live Connect with Sarah: Twitter LinkedIn Learn more about DataPoints: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Dec 16, 2022•11 min
Financial Transition with Susan K. Bradley
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. #shiftevent Learn more at https://humanfirst.live Watch Sudden Money Insights with Susan K. Bradley on YouTube Connect with Susan and learn more about The Financial Transitionist Institute: Website Twitter Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Dec 14, 2022•15 min•Season 2022Ep. 40
The Evolving Advisor with Amy Mullen
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: Twitter LinkedIn Learn more about Money Quotient: Website Twitter LinkedIn Facebook Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Dec 10, 2022•12 min•Season 2022Ep. 39
The Human Side of Money with Brendan Frazier
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.live Check out Brendan’s Podcast “The Human Side of Money” Connect with Brendan: Twitter LinkedIn Learn more about Wired Planning Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Dec 08, 2022•22 min•Season 2022Ep. 38
Shaping Wealth Management with Brian Portnoy
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: Twitter LinkedIn Learn more about Shaping Wealth: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Dec 02, 2022•14 min•Season 2022Ep. 37
Health, Wealth & Adaptive Change with Dr. Phil Pearlman
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. #shifttheconversation Learn more about SHIFT by visiting https://humanfirst.live/ Learn more about the Pearl Institute Connect with Dr. Pearlman: LinkedIn Twitter Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Nov 30, 2022•30 min•Season 2022Ep. 36
Finding Your Freedom with Jamie Hopkins
Learn more at https://humanfirst.live On 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: LinkedIn Twitter Learn more about Carson Group: Website LinkedIn Twitter Instagram Facebook YouTube Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Nov 21, 2022•15 min•Season 2022Ep. 35
Empowering Advisors with Penny Phillips
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. #shifttheconversation Learn more at https://humanfirst.live/ Connect with Penny: Twitter LinkedIn Learn more about Journey Strategic Wealth: Website LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Nov 18, 2022•13 min•Season 2022Ep. 34
Financial Therapy with Dr. Megan McCoy
On this episode of SHIFT Kansas State University Professor Dr. Megan McCoy talks with Ross about her work in financial therapy, finding the intersection between money and wellbeing. #shifttheconversation Connect with Megan on LinkedIn Visit humanfirst.live to learn more about SHIFT Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Nov 17, 2022•21 min
Financial Wellness & Relationships with Dr. Emily Koochel
On this episode of SHIFT Dr. Emily Koochel talks with Ross about eMoney research & initiatives surrounding financial wellness & relationships. #shifttheconversation Visit humanfirst.live to learn more about SHIFT Connect with Emily on LinkedIn Learn more about eMoney: Website LinkedIn Twitter YouTube Facebook Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Nov 16, 2022•14 min
Flow Theory & Financial Planning with Jordan Hutchison
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: Twitter LinkedIn Learn more about Shaping Wealth: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Nov 15, 2022•9 min•Season 2022Ep. 31
Connecting with Grieving Clients with Kathi Balasek
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. #shifttheconversation Visit humanfirst.live to learn more about SHIFT Connect with Kathi: Twitter Website LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Nov 14, 2022•10 min•Season 2022Ep. 30
This is How I Work: Emotional Data & Unique Experiences with Joan Cox
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: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Jun 01, 2022•20 min•Season 2022Ep. 29
This is How I Work: The Heart of Transitional Financial Planning with Robin Young
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 LinkedIn Learn more about Northstar Financial Planning: Website LinkedIn Twitter Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Adviso...
May 25, 2022•16 min•Season 2022Ep. 28
The Missing Piece in Financial Planning with Lisa Kirchenbauer
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: LinkedIn Twitter Learn more about Omega Wealth Management: Website Facebook YouTube Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
May 18, 2022•27 min•Season 2022Ep. 27
Retirement Advising with "The Bucket Plan" Author Jason L. Smith
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: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
May 11, 2022•23 min•Season 2022Ep. 26
Retirement & Longevity Summit Wrap-Up with Kathi Balasek, Joy Lere & Joanne Burke
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: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
May 04, 2022•26 min•Season 2022Ep. 25
Retirement & Longevity Summit Wrap-Up with Joan Cox, Miriam Whiteley & Jude Boudreaux
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: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Apr 20, 2022•17 min•Season 2022Ep. 24
Retirement & Longevity Summit Wrap-Up with Katie Braden & Mike Kurz
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: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Apr 06, 2022•14 min•Season 2022Ep. 23
Interview with Hannah Moore: Financial Planning - More Than Just Money
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: LinkedIn Twitter Learn more about Guiding Wealth: Website LinkedIn Facebook Get your copy of " Shapi...
Mar 23, 2022•25 min•Season 2022Ep. 22
Interview with Jordan Hutchison: Finding Flow & Fulfillment in Transition
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: Website LinkedIn Twitter Connect with Jordan Hutchison: LinkedIn Twitter Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2...
Mar 09, 2022•21 min•Season 2022Ep. 21
Interview with Reese Harper: The Elements of Financial Planning
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: Website LinkedIn Podcast Twitter Learn more about Dentist Advisors: Website Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Ad...
Feb 23, 2022•35 min•Season 2022Ep. 20
Interview with Dr. Kelly Crace: Flourishing During Life Transitions
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 ...
Feb 09, 2022•35 min•Season 2022Ep. 19
Interview with Dr. Moira Somers: Understanding Life Transitions in Financial Planning
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 Meaning Michael Kitces on "Advice that Sticks" Get your copy of " Shaping Change ...
Jan 12, 2022•34 min•Season 2022Ep. 18
Interview with Molly Prues: Aging With Purpose & Positivity
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: LinkedIn Facebook Twitter YouTube Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2...
Dec 29, 2021•24 min•Season 2021Ep. 17
Interview with Joy Kirsch: Managing Life Changing Events
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: LinkedIn Twitter Facebook YouTube Securities offered through LPL Finan...
Dec 15, 2021•29 min•Season 2021Ep. 16
Interview with John Diehl: Writing Your Money Story
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 LinkedIn Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved....
Dec 01, 2021•21 min•Season 2021Ep. 15
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