Ross Marino, CFP®, CPFA, CeFT®

SHIFT with Ross Marino

Business EN ↓ 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.

Be sure to visit the podcast's website and support the creator: shapingchange.buzzsprout.com

Author

Ross Marino, CFP®, CPFA, CeFT®

Episodes

Human-First Marketing with Robert Sofia 10.04.2023 10:10

Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.

Anchors, Ostriches, and a Hot Pair of Scissors 31.01.2023 12:42

Mary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.

The Why Behind Scaling a Practice with Meghaan Lurtz 30.01.2023 20:40

Meghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.

The Art of Being Curious with Kristy Archuleta 27.01.2023 15:25

Ross Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.

Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez 26.01.2023 10:21

Ross Marino is joined by Danika Waddell & Diana Yanez. They discuss how life planning & coaching are helping today's advisors build better and stronger connections to their clients.

Harnessing Big Data for Better Prospecting with Wilbur Swan 25.01.2023 9:55

Wilbur Swan, CEO & Co-Founder of Catchlight, speaks with Ross about improving your prospecting using advances in data collection.

Becoming a Therapeutic Financial Planner with Ed Coambs 24.01.2023 20:26

Ed Coambs joins Ross to speak about the roll of the Therapeutic Financial Planner.

Keys to Building Trust with Women w/Julie Johnson & Courtney Ranstrom 23.01.2023 9:12

Ross and guests Julie Johnson & Courtney Ranstrom speak about the importance of a Human First approach to financial planning.

The Value of Human First Advising with Dr. Sarah Fallaw 16.12.2022 10:54

On this episode of SHIFT Dr. Sarah Fallaw , President of DataPoints, discusses the value proposition of focusing on the human side of investing and financial guidance. #shiftevent Learn more at https://humanfirst.live Connect with Sarah: Twitter LinkedIn Learn more about DataPoints: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Ad...

Financial Transition with Susan K. Bradley 14.12.2022 15:29

On this episode of SHIFT Susan K. Bradley joins Ross Marino to talk about her work helping clients in transition as Founder of The Financial Transitionist Institute. #shiftevent Learn more at https://humanfirst.live Watch Sudden Money Insights with Susan K. Bradley on YouTube Connect with Susan and learn more about The Financial Transitionist Institute: Website Twitter Connect With A2X Social: Fac...

The Evolving Advisor with Amy Mullen 10.12.2022 12:07

On this episode of SHIFT Money Quotient President Amy Mullen joins Ross Marino to talk about how advisors can shift their mindset and evolve to become more effective and efficient with their clients. Learn more at https://humanfirst.live/ Connect with Amy: Twitter LinkedIn Learn more about Money Quotient: Website Twitter LinkedIn Facebook Connect With A2X Social: Facebook LinkedIn Instagram Twitte...

The Human Side of Money with Brendan Frazier 08.12.2022 21:36

Founder of Wired Planning and Host of “The Human Side of Money” podcast Brendan Frazier joins Ross Marino to talk about problem solving with his mastermind group of industry leaders. Learn more at https://humanfirst.live Check out Brendan’s Podcast “The Human Side of Money” Connect with Brendan: Twitter LinkedIn Learn more about Wired Planning Connect With A2X Social: Facebook LinkedIn Instagram T...

Shaping Wealth Management with Brian Portnoy 02.12.2022 13:56

On this episode of SHIFT Brian Portnoy, Founder of Shaping Wealth, joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment. Learn more at https://humanfirst.live/ Connect with Brian: Twitter LinkedIn Learn more about Shaping Wealth: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X...

Health, Wealth & Adaptive Change with Dr. Phil Pearlman 30.11.2022 29:50

On this episode of SHIFT, Dr. Phil Pearlman discusses his background in psychology that led to a career in behavioral economics & finance and a current focus on adaptive change. #shifttheconversation Learn more about SHIFT by visiting https://humanfirst.live/ Learn more about the Pearl Institute Connect with Dr. Pearlman: LinkedIn Twitter Connect With A2X Social: Facebook LinkedIn Instagram Tw...

Finding Your Freedom with Jamie Hopkins 21.11.2022 15:08

Learn more at https://humanfirst.live On this episode of SHIFT, Jamie Hopkins of Carson Group talks with Ross about his upcoming book “Find Your Freedom” and working to shift relationships and conversations around financial planning. Connect with Jamie: LinkedIn Twitter Learn more about Carson Group: Website LinkedIn Twitter Instagram Facebook YouTube Connect With A2X Social: Facebook LinkedIn Ins...

Empowering Advisors with Penny Phillips 18.11.2022 12:44

On this episode of SHIFT Penny Phillips, Journey Strategic Wealth Co-Founder & President, talks with Ross about what’s new at Journey, questions of gender parity in advising and finding the right team for her firm. #shifttheconversation Learn more at https://humanfirst.live/ Connect with Penny: Twitter LinkedIn Learn more about Journey Strategic Wealth: Website LinkedIn Connect With A2X Socia...

Financial Therapy with Dr. Megan McCoy 17.11.2022 21:13

On this episode of SHIFT Kansas State University Professor Dr. Megan McCoy talks with Ross about her work in financial therapy, finding the intersection between money and wellbeing. #shifttheconversation Connect with Megan on LinkedIn Visit humanfirst.live to learn more about SHIFT Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserv...

Financial Wellness & Relationships with Dr. Emily Koochel 16.11.2022 13:50

On this episode of SHIFT Dr. Emily Koochel talks with Ross about eMoney research & initiatives surrounding financial wellness & relationships. #shifttheconversation Visit humanfirst.live to learn more about SHIFT Connect with Emily on LinkedIn Learn more about eMoney: Website LinkedIn Twitter YouTube Facebook Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Adv...

Flow Theory & Financial Planning with Jordan Hutchison 15.11.2022 8:58

Jordan Hutchison of Shaping Wealth comes on the show to discuss his research on the use of flow theory in financial planning. Visit humanfirst.live to learn more about SHIFT Connect with Jordan: Twitter LinkedIn Learn more about Shaping Wealth: Website Twitter LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

Connecting with Grieving Clients with Kathi Balasek 14.11.2022 10:16

On the very first episode of SHIFT Ross Marino talks with Kathi Balasek, Founder of Grief Smart Advisor, about her mission to help financial professionals connect with grieving clients, specifically those going through widowhood. #shifttheconversation Visit humanfirst.live to learn more about SHIFT Connect with Kathi: Twitter Website LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Tw...

This is How I Work: Emotional Data & Unique Experiences with Joan Cox 01.06.2022 20:26

On this episode of Shaping Change, Ross Marino talks with Joan Cox, Director of Advanced Planning with Transitus Wealth Partners, about the process of gathering emotional data and understanding unique experiences when focusing on clients going through major life changes. Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advi...

This is How I Work: The Heart of Transitional Financial Planning with Robin Young 25.05.2022 16:09

On this episode of Shaping Change Ross Marino talks with Robin Young , President & Partner at Northstar Financial Planning , about her path to transitional planning and how she helps clients–widows in particular–navigate difficult transitional phases of their lives. Connect with Robin Young on LinkedIn Learn more about Northstar Financial Planning: Website LinkedIn Twitter Get your copy of &qu...

The Missing Piece in Financial Planning with Lisa Kirchenbauer 18.05.2022 27:15

On this episode of Shaping Change, Ross talks with Lisa Kirchenbauer , Founder & President of Omega Wealth Management about the process of discovering the missing piece in financial planning–the human element. Connect with Lisa: LinkedIn Twitter Learn more about Omega Wealth Management: Website Facebook YouTube Get your copy of " Shaping Change " Connect With A2X Social: Facebook Lin...

Retirement Advising with "The Bucket Plan" Author Jason L. Smith 11.05.2022 23:13

On this episode of Shaping Change Ross Marino interviews Jason L. Smith, Author and Founder & CEO of C2P Enterprises and J L Smith Group. They discuss key points from his book “The Bucket Plan” and his upcoming book “The Rainmaker Multiplied” that details his life and background in financial services. Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Inst...

Retirement & Longevity Summit Wrap-Up with Kathi Balasek, Joy Lere & Joanne Burke 04.05.2022 25:30

On this episode of Shaping Change Ross talks with Kathi Balasek, Joy Lere & Joanne Burke about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions they led as speakers and the most memorable moments and takeaways from RLS 2022. Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advi...