52 episodes

Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to OUTCOMES, 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.

OUTCOMES 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 OUTCOMES, 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.

    Interview with Mike Webb: Content Driven Client Focus

    Interview with Mike Webb: Content Driven Client Focus

    On this episode of Outcomes, Ross talks with Mike Webb, Senior Financial Advisor with CapTrust, formerly with Cammack Retirement Group. They discuss Mike’s long, storied career that has landed him in a position as a thought leader and content driver in the advising field. Mike discusses choosing the importance of meeting participant needs and the process and challenges of choosing content that is right for your audience.

    Connect With Mike Webb on
    Twitter
    LinkedIn

    Learn More About CapTrust:
    Website
    LinkedIn
    Twitter

    Connect With A2X Social:
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    Instagram
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    Learn More About Advisor2X

    ©Advisor2X. All Rights Reserved.

    • 25 min
    Interview with John Clark: New Methods of Retirement Planning

    Interview with John Clark: New Methods of Retirement Planning

    In this episode of Outcomes, Ross talks with John Clark, Retirement Plan Advisor with the Heffernan Group in the Bay Area. They discuss the new state run plans and mandates on the West Coast and what effect they will have on company and individual retirement planning. They also discuss moving forward as a business post-pandemic, and the growing “FIRE Movement” that focuses on younger generations saving for early retirement.

    Connect With John Clark:
    LinkedIn

    Learn More About The Heffernan Group:
    Website
    LinkedIn
    Twitter

    Connect With A2X Social:
    Facebook
    LinkedIn
    Instagram
    Twitter

    Learn More About Advisor2X

    ©Advisor2X. All Rights Reserved.

    • 28 min
    Interview with Charlie Epstein: Catching Life's Curveballs

    Interview with Charlie Epstein: Catching Life's Curveballs

    In this episode of OUTCOMES, Ross talks with Charlie Epstein, owner of The 401k Coach Program and principal of Epstein Financial Services, LLC.

    They discuss:
    -How to address the ‘curveballs’ life throws at you, make the best of every situation, and live your best life with the right outlook, support, and financial planning
    -Ross’s journey in the 401k and conference world, how the disruption of the last year affected his organization, and how that translates to the transformative nature of life.
    -How, as an advisor, to be present and connect with clients on a deeper level.

    Listen to Yield of Dreams

    Connect with Charlie Epstein:
    Website
    Epstein Financial
    LinkedIn
    Twitter

    Connect With A2X Social:
    Facebook
    LinkedIn
    Instagram
    Twitter

    Learn More About Advisor2X

    ©Advisor2X. All Rights Reserved.

    • 43 min
    Interview with Erin Hall: Retirement Strategies

    Interview with Erin Hall: Retirement Strategies

    On this episode of OUTCOMES, Ross Marino hosts Erin Hall, Managing Director at Strategic Retirement Partners. They discuss the transition from in-person to digital client meetings and how Erin handles work/life balance. They also discuss the importance of cybersecurity as a fiduciary duty, the book Erin is currently working on that aims to help underserviced planned sponsors find the right advisor for their needs, and the Women in Retirement Conference.

    The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

    Erin Hall is a registered representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.  Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

    Connect with Erin Hall:
    LinkedIn

    Learn more about Strategic Retirement Partners:
    Website
    LinkedIn

    Connect With A2X Social:
    Facebook
    LinkedIn
    Instagram
    Twitter

    Learn More About Advisor2X

    ©Advisor2X. All Rights Reserved.

    • 21 min
    Interview with David Wood: Double Your Business by Doing Less

    Interview with David Wood: Double Your Business by Doing Less

    In this episode of OUTCOMES, Ross Marino talks with David Wood, High Performance Coach and Founder of Focus.ceo. David, once a consulting actuary with Fortune 100 companies, transitioned to coaching 20 years ago. Ross and David discuss the psychology of modern day distractions and how to succeed despite them, how to double your revenue while simultaneously increasing your free time, and the number one core skill of successful people.
    Visit https://www.myfocusgift.com for David’s FREE Double-Your-Revenue Gift Basket.
    Connect with David Wood and learn more about Focus.ceo:
    LinkedIn
    Twitter
    Facebook
    YouTube
    Connect With A2X Social:
    Facebook
    LinkedIn
    Instagram
    Twitter

    Learn More About Advisor2X

    ©Advisor2X. All Rights Reserved.

    • 26 min
    Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm

    Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm

    In this episode of OUTCOMES, Ross Marino talks with Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners, a Marsh & McLennon Agency LLC company. Kathleen discusses the challenges and benefits of selling her practice to partner with Marsh & McLennon, how she chose the right place for her team to go, and what she learned from the process.
    Learn more about Compass Financial Partners:
    Website
    LinkedIn
    Twitter
    Connect with Kathleen Kelly on LinkedIn

    Connect With A2X Social:
    Facebook
    LinkedIn
    Instagram
    Twitter

    Learn More About Advisor2X

    ©Advisor2X. All Rights Reserved.

    • 29 min

Customer Reviews

5.0 out of 5
18 Ratings

18 Ratings

JenP GA ,

Great content (& length)!

The Advisor2X team is fantastic.

ldickman ,

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.

chorn49 ,

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.

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