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9. Ross Marino on Championing Human-First Financial Guidance
Manage episode 396349044 series 3443483
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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 this mission of creating human first financial guidance helped form the SHIFT conference. This event isn't just about filling seats; it's about crafting a tribe that resonates with your mission, effortlessly drawing in a crowd of professionals ready to redefine their purpose within the industry.
This episode is a testament to the enduring power of relationships and the art of guiding others through life's complex transitions.
To follow Ross or see him at the upcoming SHIFT Conference, be sure to check out the links below!
>> Ross Marino on LinkedIn
>> Shaping Change
>> SHIFT Conference
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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