SHIFT with Ross Marino

On this episode of Shaping Change Ross talks with Joan Cox, Miriam Whiteley & Jude Boudreaux 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 A...

On this episode of Shaping Change Ross talks with Katie Braden & Mike Kurz about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions led by both 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 Advisor2X ©Advisor2...

On this episode of Shaping Change Ross Marino talks with Hannah Moore , Owner & Principal Financial Planner at Guiding Wealth . Financial planning is about so much more than money alone–they discuss Hannah’s journey to that discovery, how she connects with her clients on a human level, and how to evolve as a financial planner focusing on retirement & transition. Connect with Hannah Moore:...

On this episode of Shaping Change, Ross Marino talks with Jordan Hutchison , Director of Partnerships at XY Planning Network , about his research & work in “flow theory” and its practical application in a practice to support the human side of financial planning. Learn more about XY Planning Network: Website LinkedIn Twitter Connect with Jordan Hutchison: LinkedIn Twitter Get your copy of &quot...

On this episode of Shaping Change Ross Marino talks with Reese Harper , CEO of The Elements Financial Planning System and Founder of Dentist Advisors . They discuss Elements innovative and behavior focused approach to the client/advisor relationship.  Learn more about The Elements Financial Planning System: Website LinkedIn Podcast Twitter Learn more about Dentist Advisors: Website Get your copy o...

On this episode of Shaping Change, Ross Marino talks with Dr. Kelly Crace, Associate Vice President for Health & Wellness & Director of the Center for Mindfulness and Authentic Excellence at William & Mary University. They discuss the psychology of decision making during transitional or traumatic times, and how you can guide and support clients facing those issues. Learn more about Hea...

On this episode of Shaping Change, Ross Marino talks with Dr. Moira Summers , clinical neuropsychologist and Author of “Advice that Sticks: How to give financial advice that people will follow”. They discuss the impact that major life transitions and identity changes have on financial decision making, and finding meaning in those transitions moving forward in life. Learn more about Dr. Moira Somer...

On this episode of Shaping Change, Ross Marino talks with Molly Prues , Founder of Vistalynk about reimagining the aging process and helping clients find a sense of purpose in retirement. They also discuss the health/wealth paradigm and the concept of “interdependence” between generations in retirement. Learn more about Vistalynk: LinkedIn Facebook Twitter YouTube Get your copy of " Shaping C...

On this episode of Shaping Change, Ross Marino talks with Joy Kirsch, CFO of Life Changing Events at Merit Financial Advisors . Kirsch shares insights on the financial planning process for widows and how it differs from working with retirees. Joy and Ross also discuss the “don’t do” list for financial planners, and how to develop your own to serve your clients. Learn more about Merit Financial Adv...

On this episode of Shaping Change, Ross Marino interviews John Deihl, Sr. Vice President of the Applied Insights team at Hartford Funds . They talk about the three questions that can predict future quality of life, and how to write your own retirement story. Follow Hartford Funds on LinkedIn Get your copy of " Shaping Change " Connect With A2X Social: Facebook LinkedIn Instagram Twitter...

On this episode of Shaping Change, Ross Marino interviews Penny Phillips , Co-Founder & President of Journey Strategic Wealth . They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top tier client service. Learn more about Journey Strategic Wealth . Follow Penny Phillips &am...

On this episode of Shaping Change Ross Marino talks with Mary Martin about practicing mindfulness, its effect on pain versus suffering, and the human capacity for resilience. Mary Martin is a mindfulness educator and the Author & Creator of “Mindfulness for Financial Advisors: Practicing a New Way of Being”. Connect with Mary Martin & learn more about Mindfulness: Website LinkedIn Twitter...

On this episode of Shaping Change, Ross Marino interviews Devin Eckberg , Chief Learning Officer and Managing Director at Investments and Wealth Institute . They discuss client service through an holistic, comprehensive lens, and the evolution of risk management in the context of retirement. Learn more about Investments and Wealth Institute Twitter LinkedIn YouTube Get your copy of " Shaping...

On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins , professor at Creighton University and Director of Retirement Research with the Carson Group . They talk key elements of Jamie’s book “Rewirement” , along with discussions on the evolution and potential disruption of the future of retirement. Get your copy of "Rewirement" by Jamie Hopkins Connect with Jamie Hopkins:...

On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins , professor at Creighton University and Director of Retirement Research with the Carson Group . They discuss the natural inclination to focus on income or a “magic number” when receiving financial advice, and how to help clients overcome that fixation, as well as the second edition revisions of Jamie’s book “Rewirement” .  Get...

On this episode of Shaping Change Ross Marino interviews Courney Pullen , President of the Pullen Consulting Group & Author of 'Intentional Wealth'. They discuss the factors that cause families to lose generational wealth and what can be done, from both a personal and advisory standpoint, to avoid that loss. Get your copy of 'Intentional Wealth' Get your copy of " Shap...

Ross Marino talks with Taylor Schulte , Founder & Financial Planner at Define Financial , about finding his niche in retirement planning and the ups and downs of shifting into that niche. In the interview they discuss client deliverables, Michael Kitces’s views on how retirees spend money , and content creation as a tool for financial advisor marketing. Connect with Taylor Schulte: Website Exp...

On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry , President and Preventive Medicine Physician at Masterpiece LLC , about new trends in healthy aging, the importance of intergenerational connection, and the ways retirement communities can provide excitement and inspiration. Get your copy of 'Live Long, Die Short: A Guide to Authentic Health and Successful Aging'...

On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry , President and Preventive Medicine Physician at Masterpiece LLC , about his long journey as a physician, from working with the military focusing on prevention, to ultimately deciding to narrow his focus to aging and longevity. They also discuss Dr. Landry's book, 'Live Long, Die Short: A Guide to Authentic Health...

Daniel Crosby , Chief Behavioral Officer at Orion Advisor Solutions and multi-published author, talks with Ross Marino about behavioral finance. What does a Chief Behavioral Officer do? Daniel talks with Ross about what his position encompasses. Using tools, training, and technology, Daniel devises systems to educate advisors on how to implement behavioral finance into their practice. Daniel and R...

In the fourth installment with Susan Bradley , Ross Marino and Susan, co-authors of the book “ Shaping Change ”, talk about the questions your clients should consider regarding what is important to them while planning for this transition.  Seeking out activities that can be routine, social, challenging, and measurable, allow you to have a successful flow transitioning into retirement.  Ask yoursel...

In the third installment with Susan Bradley , Ross Marino and Susan, co-authors of the book “ Shaping Change ”, discuss the four characteristics of activities that can successfully employ these keys so you can help your clients make the best of their time after retirement. Activities should be:  Routine - Explore and partiipate in regularly scheduled, repeatable activities that become a part of yo...

In the second installment of Ross Marino 's talk with Susan Bradley , both co-authors of the book “ Shaping Change ”, discuss how to help your clients find a balance between past expectations for retirement and new, unexpected opportunities that can greatly improve quality of life. Old View Financially, people used to rely on their pension and investments for their retirement income. Once the...

In the first installment of Ross Marino 's talk with Susan Bradley , co-authors of the book “ Shaping Change ”, they discuss the three key components to a successful retirement. Help your clients prepare for anything that might come their way and handle unforeseen changes as they plan for retirement by using the three C’s: Community, Control and Contribution. Community The human side of retir...