74 episodes

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.

SHIFT with Ross Marino Ross Marino, CFP®, CPFA, CeFT®

    • Business
    • 5.0 • 6 Ratings

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.

    Preventing Trust Fund Monsters with Steve Lockshin

    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".

    • 17 min
    Screening Questions for Prospective Clients with Meghaan Lurtz

    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
    Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall

    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
    Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry

    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.

    • 15 min
    Creating a Practice on Purpose with Laura LaTourette and Chloe Moore

    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
    Human First Discovery Meetings with Stoy Hall and Larry Sprung

    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

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

Gwynerin ,

Engaging, Thoughtful, Informative

Really enjoyable and touches on a lot of topics that can help advisors work with clients transitioning into retirement.

The Conquer Worry Show ,

Great New Show!

Ross Marino does a great job with this new show. It is perfect for financial advisors who look at all sides of retirement!

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network
The Money Mondays
Dan Fleyshman
The Ramsey Show
Ramsey Network
Habits and Hustle
Jen Cohen and Habit Nest