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.

Creating a Practice on Purpose with Laura LaTourette and Chloe Moore

Dec 15th, 2023 15m 11s

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.

Human First Discovery Meetings with Stoy Hall and Larry Sprung

Dec 15th, 2023 11m 16s

Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.

New Skool Marketing with Candice Carlton

Dec 13th, 2023 19m 32s

Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.

From Psychology to Life Planning with George Kinder

Dec 13th, 2023 26m 7s

George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.

Developing and Maintaining Client Trust and Commitment with Amy Mullen

Dec 11th, 2023 8m 4s

Amy Mullen joins Ross Marino to discuss the large change in client perspective in trust and commitment from their advisors. They share tips on what advisors can do to reconnect with their clients new mindset.

Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta

Dec 11th, 2023 19m 14s

Mary Bell Carlson and Kristy Archuleta join Ross Marino to discuss how advisors can apply behavioral guidelines to the changing financial planning field and the expanding role of women in financial roles.

Understanding the Money Story with Ed Coambs

Nov 9th, 2023 11m 44s

Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.

Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson

Nov 9th, 2023 15m 49s

Ross is joined by Dr. Brandy Baxter and Cameo Roberson to discuss how advisors can create a DEIB practice. They share tools and insights for the everchanging workplace.

Serving Women with Cary Carbonaro

Oct 26th, 2023 11m 34s

Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.

The Rise in Gray Divorce with Andrew Hatherley

Oct 26th, 2023 16m 31s

Andrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.

Humans vs. Retirement

Oct 23rd, 2023 20m 51s

Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.

Rock & Roll Meets Financial Services

Oct 23rd, 2023 22m 13s

Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.

The Continuum of Financial Advice with Saundra Davis

Sep 11th, 2023 10m 45s

Saundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it.

Microfinancial Planning with Phillipp Hecker

Sep 11th, 2023 17m 39s

Phillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.

Life Planning is for Me with Sidney Divine

Jul 7th, 2023 19m 6s

Sidney Divine joins Ross Marino sharing insights into a career as a life planner.#lifeplanning #financialplanning #shiftevent

Connecting by Outcaring the Competition with Sheri Fitts

Jun 23rd, 2023 25m 59s

Sheri Fitts joins Ross to discuss why advisors need to embrace their human qualities to compete in the age of AI.Follow link for full information on the Sway conference: https://sherifitts.com/sway/

Human First Sales Process with Nancy Bleeke

Jun 13th, 2023 17m 43s

Nancy Bleeke joins Ross Marino to discuss the benefits of adding a human first approach to an advisors sales process.For full information on Nancy Bleeke and SalesPro Insider, follow the link: https://www.salesproinsider.com