68 episodes
The Wealth@Work Show Ross Marino
-
- Business
-
-
5.0 • 18 Ratings
-
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
Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.
-
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.
-
AI and ChatGPT in Financial Services with Petros Koumantaros
Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.
-
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.
-
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.
-
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
Customer Reviews
Great content (& length)!
The Advisor2X team is fantastic.
Time well-spent!
Ross achieves a high density of useful learning in an approachable amount of time. As a listener, I consistently walk away with valuable ideas while also appreciating the informed + easy-flowing conversation style. As a recent guest, I was honored to share alongside such top-notch talent! Ross and his team are skilled at pulling out the best his diverse lineup of voices has to offer.
Passion for Advisor Growth & Positive Outcomes
Loved being a guest on the show!
Ross Marino, CFP®, CPFA, CeFT® was a great host. He leaned into taking on a Sponsorship role for women in his network and gave excellent guidance about how to ask for increased compensation. We appreciate the spotlight on groundbreaking data.