SHIFT with Ross Marino

Ross Marino, CFP®, CPFA, CeFT®
  • 5.0 (6)
  • INVESTING
  • UPDATED SEMIWEEKLY

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.

  1. 01/05/2024

    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".

    18 min

  2. 12/21/2023

    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.

    21 min

  3. 12/18/2023

    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.

    14 min

  4. 12/18/2023

    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.

    16 min

  5. 12/15/2023

    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.

    15 min

  6. 12/15/2023

    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.

    11 min

  7. 12/13/2023

    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.

    20 min

  8. 12/13/2023

    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.

    26 min
See All (74)

5
out of 5
6 Ratings

About

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.

Information

  • Creator
    Ross Marino, CFP®, CPFA, CeFT®
  • Years Active
    2021 - 2024
  • Episodes
    74
  • Rating
    Clean
  • Copyright
    © 2024 SHIFT with Ross Marino
  • Show Website
    SHIFT with Ross Marino