Ross Marino and his guests provide listeners with information and trends that effect their retirement and long term planning.
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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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Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstor ...
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Welcome to The Weekly Biztape, a show where we highlight some of the biggest hits in business. Whether it's discussing the latest market melody or the newest company with a great beat, host Brodrick Lothringer will cover all the latest business news, and determine if it's a hit or a miss. So, grab your headphones, it's time to rock out on the Weekly Biztape.
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13. Marques Ogden on Turning Passion to Profits
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How many people can say that speaking is their favorite activity? For Marques Ogden, motivational speaker and former NFL player, speaking and sharing his story has grown from a fledgling interest to a rewarding career. In this week’s episode of “The Weekly Biztape,” Brodrick Lothringer sits down with Marques to discuss the art of motivation and how…
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12. Tina Tang and Corei Flowers on the Predatory Debt System
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Join us as we expose the dark side of debt. Tina Tang and Corei Flowers from Debtless, NFP discuss their mission to disrupt the predatory debt industry through debt cancellation and financial education. From aggressive debt collectors to crippling payday loans, we discuss the tactics used that have trapped people in debt. We also discuss the studen…
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11. Tucker Bryant on Creating Content with Heart
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Today with sit down with Tucker Bryant, a professional poet and keynote speaker, as we peel back the layers of what makes content not just unique, but genuinely authentic. We unravel the complexities of connecting with an audience, tear apart the pressures of crafting standout keynote speeches, and debate the pull of trends against the gravity of p…
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10. Bob DePasquale on the Power of Purpose in Shaping Success
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Today, we sit down with Bob DePasquale to discuss what it means to live intentionally and discover how purpose-driven families are redefining wealth management, not merely through financial metrics but by aligning their resources with their values. Throughout this episode, the theme of success is a constant. Instead of thinking of the path to succe…
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9. Ross Marino on Championing Human-First Financial Guidance
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This week, Ross Marino joins us to share how he believes financial guidance can and should pivot to a people-first mindset. Ross shares his insights on nurturing trust with clients, becoming not just advisors but financial therapists who provide support when stability seems fleeting. As the CEO and Founder of Advisor2X, Ross also shares with us how…
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8. Shannon Rosic on Swift Lifts Elevating Brands
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This week, I sat down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to chat through how a 'Swift Lift' can propel business to new heights. But, is a celebrity endorsement enough to make a business successful? Today, we'll chat about the importance of making content, even when no one is looking, and how having a solid b…
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Preventing Trust Fund Monsters with Steve Lockshin
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Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".Door Ross Marino, CFP®, CPFA, CeFT®
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Screening Questions for Prospective Clients with Meghaan Lurtz
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Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.Door Ross Marino, CFP®, CPFA, CeFT®
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Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
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Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.Door Ross Marino, CFP®, CPFA, CeFT®
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Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
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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.Door Ross Marino, CFP®, CPFA, CeFT®
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Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
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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.Door Ross Marino, CFP®, CPFA, CeFT®
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Human First Discovery Meetings with Stoy Hall and Larry Sprung
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Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.Door Ross Marino, CFP®, CPFA, CeFT®
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Shifting the Mindset in Retirement with Ashley Quamme
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Ashley Quamme and Ross Marino discuss how retirement effects a person's spending habits and how to shift their mindset to overcome their personal roadblocks.Door Ross Marino
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New Skool Marketing with Candice Carlton
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Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.Door Ross Marino, CFP®, CPFA, CeFT®
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From Psychology to Life Planning with George Kinder
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George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.Door Ross Marino, CFP®, CPFA, CeFT®
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Helping Couples Communicate Retirement Hopes with Ashley Quamme
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Ashley Quamme joins Ross Marino discussing couples thinking through and discussing their retirement vision with their partner.Door Bryant Lester
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Discussing Estate Planning with Adult Children with Ashley Quamme
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Ashley Quamme joins Ross Marino with tips on how to approach discussing your final estate plans with your adult children.Door Bryant Lester
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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.Door Ross Marino, CFP®, CPFA, CeFT®
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Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
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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.Door Ross Marino, CFP®, CPFA, CeFT®
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Understanding the Money Story with Ed Coambs
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Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.Door Ross Marino, CFP®, CPFA, CeFT®
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Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson
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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.Door Ross Marino, CFP®, CPFA, CeFT®
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Serving Women with Cary Carbonaro
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Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.Door Ross Marino, CFP®, CPFA, CeFT®
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The Rise in Gray Divorce with Andrew Hatherley
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Andrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.Door Ross Marino, CFP®, CPFA, CeFT®
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Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.Door Ross Marino, CFP®, CPFA, CeFT®
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Rock & Roll Meets Financial Services
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Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.Door Ross Marino, CFP®, CPFA, CeFT®
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7. Dr. Preston Cherry on Solo Podcasting and the Fiduciary Role in Finance
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Have you ever considered what it takes to run a solo podcast? Well today we sit down with Dr. Preston Cherry, a financial therapist, money coach, and certified financial planner at Concurrent Financial Planning to chat about just that. Together, we discussed the unique challenges and rewards of solo podcasting, shedding light on how to genuinely en…
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6. Phil Weber's Hardwood, Hardcover and High-Tech Journey
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Join us as we sit down with NBA coach Phil Weber, and walk through his riveting journey from the basketball court to the tech world. What would it feel like to peer into the minds of Kobe Bryant and Shaquille O'Neal, or to motivate an entire team to achieve greatness? Discover the secrets of managing diverse personalities and inspiring peak perform…
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5. Mildred Talabi on Business Success through Authentic Personal Branding
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Ever found yourself asking, "How do I stand out in the ever-competitive business world?" Well, prepare for an illuminating journey with LinkedIn personal branding expert, Mildred Talabi. We dive into the essence of personal brand authenticity and explore how to win hearts by merely being ourselves in the world of entrepreneurship. Finding that fine…
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The Continuum of Financial Advice with Saundra Davis
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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.Door Ross Marino, CFP®, CPFA, CeFT®
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Microfinancial Planning with Phillipp Hecker
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Phillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.Door Ross Marino, CFP®, CPFA, CeFT®
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Motivational Interviewing Techniques with Kelly Majdan
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Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.Door Ross Marino
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4. Howard Kelsey: Uncovering the Past, Present, and Future of Canada Basketball
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What would it be like to take a captivating journey through the history of Canada Basketball, guided by none other than Canada Basketball Hall of Famer Howard Kelsey? It's your lucky day as we have Howard, also known as the Indiana Jones of Canada Basketball, sharing his profound insights about the sport he cherishes. His dedication to preserving a…
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3. Todd Ross Nienkerk: Recipes from the Web Chef
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Get ready to venture into the dynamic world of web design with our special guest, Todd Ross Nienkerk, the CEO and Co-Founder of Four Kitchens. In this episode, Todd sheds light on the evolving landscape of web design industry and how Four Kitchens has adapted to the tides of change – yes, yes, we do discuss the impact of A.I. as well. Delve further…
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2. Adam Peek, The Packaging Pastor: Nuggets of Wisdom on Packaging and Podcasting
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We've got Adam Peak, better known as the Packaging Pastor, on the show today! A Denver Nuggets fanatic with a journey that stretches from THE Colorado State University (AKA Harvard of the Rockies), to drinking Liquid Death in Utah and talking about all things packaging. But Adam is much more than a simple packaging enthusiast. In this episode, we d…
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1. Welcome to The Weekly Biztape
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Have you ever thought about the power of storytelling in marketing? On this inaugural episode of The Weekly Biztape, join Brodrick Lothringer, Grant Kelley, and Mike Stein, as they unravel this fascinating thread, weaving in examples from the likes of Visa's 2008 Olympics campaign to Mastercard's Priceless commercials. Learn about the human instinc…
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Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen
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Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.Door Ross Marino
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AI and ChatGPT in Financial Services with Petros Koumantaros
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Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.Door Ross Marino
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Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson
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Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.Door Ross Marino
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Put the Big "F" in a Box with Jamie Greenleaf and Jed Cohen
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Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry.Door Ross Marino
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The Office is Dead. Now What? with Maryanne Spatola
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Maryanne Spatola joins Ross Marino to share info on how the office, and the ways we work, are changing in today's workplace. #humanfirst #humanresources #workplaceDoor Ross Marino
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Life Planning is for Me with Sidney Divine
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Sidney Divine joins Ross Marino sharing insights into a career as a life planner. #lifeplanning #financialplanning #shifteventDoor Ross Marino, CFP®, CPFA, CeFT®
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Connecting by Outcaring the Competition with Sheri Fitts
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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/Door Ross Marino, CFP®, CPFA, CeFT®
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Human First Sales Process with Nancy Bleeke
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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.comDoor Ross Marino, CFP®, CPFA, CeFT®
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Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof Gleich
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Dan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.Door Ross Marino, CFP®, CPFA, CeFT®
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Dr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.Door Ross Marino, CFP®, CPFA, CeFT®
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Thinking Like a Financial Futurist with Brandy Baxter
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Door Ross Marino, CFP®, CPFA, CeFT®
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Financial Therapy Meets Financial Planning with Ashley Quamme
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Ashley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.Door Ross Marino, CFP®, CPFA, CeFT®
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Human-First Marketing with Robert Sofia
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Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.Door Ross Marino, CFP®, CPFA, CeFT®
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Anchors, Ostriches, and a Hot Pair of Scissors
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Mary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.Door Ross Marino, CFP®, CPFA, CeFT®
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The Why Behind Scaling a Practice with Meghaan Lurtz
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Meghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.Door Ross Marino, CFP®, CPFA, CeFT®
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