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SHIFT with Ross Marino

Ross Marino, CFP®, CPFA, CeFT®

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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.
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show series
 
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.Ross Marino, CFP®, CPFA, CeFT® による
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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.Ross Marino, CFP®, CPFA, CeFT® による
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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.Ross Marino, CFP®, CPFA, CeFT® による
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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.comRoss Marino, CFP®, CPFA, CeFT® による
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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…
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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. #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 Insti…
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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 W…
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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 Conn…
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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 Link…
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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 W…
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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 YouT…
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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 We…
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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 …
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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 Linke…
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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 Ad…
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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 Conne…
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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 I…
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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: W…
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