SHIFT with Ross Marino

Jan 05 2024 74 ep. 19 mins

SHIFT with Ross Marino Podcast artwork

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.

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Preventing Trust Fund Monsters with Steve Lockshin

Jan 05 2024 17 mins

Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".

Screening Questions for Prospective Clients with Meghaan Lurtz

Dec 21 2023 21 mins

Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.

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

Dec 18 2023 14 mins

Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.

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

Dec 18 2023 15 mins

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 15 2023 15 mins

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 15 2023 11 mins

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 13 2023 19 mins

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 13 2023 26 mins

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 11 2023 8 mins

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 11 2023 19 mins

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.