SHIFT with Ross Marino

Ross Marino, CFP®, CPFA, CeFT®
  • ٥٫٠ (٦)
  • استثمار
  • مرتان في الأسبوع
SHIFT with Ross Marino

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. ٢٣ جمادى الآخرة

    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".

    ١٨ من الدقائق

  2. ٠٨‏/٠٦‏/١٤٤٥ هـ

    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.

    ٢١ من الدقائق

  3. ٠٥‏/٠٦‏/١٤٤٥ هـ

    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.

    ١٤ من الدقائق

  4. ٠٥‏/٠٦‏/١٤٤٥ هـ

    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.

    ١٦ من الدقائق

  5. ٠٢‏/٠٦‏/١٤٤٥ هـ

    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.

    ١٥ من الدقائق

  6. ٠٢‏/٠٦‏/١٤٤٥ هـ

    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.

    ١١ من الدقائق

  7. ٢٩‏/٠٥‏/١٤٤٥ هـ

    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.

    ٢٠ من الدقائق

  8. ٢٩‏/٠٥‏/١٤٤٥ هـ

    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.

    ٢٦ من الدقائق
مشاهدة الكل (٧٤)

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حول

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.

المعلومات

  • صناع العمل
    Ross Marino, CFP®, CPFA, CeFT®
  • سنوات النشاط
    ١٤٤٢ هـ - ١٤٤٥ هـ
  • الحلقات
    ٧٤
  • التقييم
    ملائم
  • حقوق النشر
    © 2024 SHIFT with Ross Marino
  • موقع البرنامج على الويب
    SHIFT with Ross Marino

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