68 épisodes

Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstorm”-- the art of relentlessly asking questions until you are confident that your answers are meaningful and impactful to the growth of your practice.

The Wealth@Work Show Ross Marino

    • Affaires

Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstorm”-- the art of relentlessly asking questions until you are confident that your answers are meaningful and impactful to the growth of your practice.

    Motivational Interviewing Techniques with Kelly Majdan

    Motivational Interviewing Techniques with Kelly Majdan

    Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.

    • 10 min
    Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen

    Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen

    Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.

    • 13 min
    AI and ChatGPT in Financial Services with Petros Koumantaros

    AI and ChatGPT in Financial Services with Petros Koumantaros

    Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.

    • 12 min
    Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson

    Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson

    Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.

    • 15 min
    Put the Big "F" in a Box with Jamie Greenleaf and Jed Cohen

    Put the Big "F" in a Box with Jamie Greenleaf and Jed Cohen

    Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry.

    • 15 min
    The Office is Dead. Now What? with Maryanne Spatola

    The Office is Dead. Now What? with Maryanne Spatola

    Maryanne Spatola joins Ross Marino to share info on how the office, and the ways we work, are changing in today's workplace. #humanfirst #humanresources #workplace

    • 16 min

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