SHIFT with Ross Marino
By Ross Marino, CFP®, CPFA, CeFT®
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Image by Ross Marino, CFP®, CPFA, CeFT®
Category: Investing
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Episodes: 74
Description
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.
| Episode | Date |
|---|---|
|
Preventing Trust Fund Monsters with Steve Lockshin
|
Jan 05, 2024 |
|
Screening Questions for Prospective Clients with Meghaan Lurtz
|
Dec 21, 2023 |
|
Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
|
Dec 18, 2023 |
|
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
|
Dec 18, 2023 |
|
Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
|
Dec 15, 2023 |
|
Human First Discovery Meetings with Stoy Hall and Larry Sprung
|
Dec 15, 2023 |
|
New Skool Marketing with Candice Carlton
|
Dec 13, 2023 |
|
From Psychology to Life Planning with George Kinder
|
Dec 13, 2023 |
|
Developing and Maintaining Client Trust and Commitment with Amy Mullen
|
Dec 11, 2023 |
|
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
|
Dec 11, 2023 |
|
Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson
|
Nov 09, 2023 |
|
Understanding the Money Story with Ed Coambs
|
Nov 09, 2023 |
|
Serving Women with Cary Carbonaro
|
Oct 26, 2023 |
|
The Rise in Gray Divorce with Andrew Hatherley
|
Oct 26, 2023 |
|
Humans vs. Retirement
|
Oct 23, 2023 |
|
Rock & Roll Meets Financial Services
|
Oct 23, 2023 |
|
The Continuum of Financial Advice with Saundra Davis
|
Sep 11, 2023 |
|
Microfinancial Planning with Phillipp Hecker
|
Sep 11, 2023 |
|
Life Planning is for Me with Sidney Divine
|
Jul 07, 2023 |
|
Connecting by Outcaring the Competition with Sheri Fitts
|
Jun 23, 2023 |
|
Human First Sales Process with Nancy Bleeke
|
Jun 13, 2023 |
|
Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof Gleich
|
May 31, 2023 |
|
Life, Money, Balance
|
May 22, 2023 |
|
Thinking Like a Financial Futurist with Brandy Baxter
|
May 08, 2023 |
|
Financial Therapy Meets Financial Planning with Ashley Quamme
|
Apr 24, 2023 |
|
Human-First Marketing with Robert Sofia
|
Apr 10, 2023 |
|
Anchors, Ostriches, and a Hot Pair of Scissors
|
Jan 31, 2023 |
|
The Why Behind Scaling a Practice with Meghaan Lurtz
|
Jan 30, 2023 |
|
The Art of Being Curious with Kristy Archuleta
|
Jan 27, 2023 |
|
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez
|
Jan 26, 2023 |
|
Harnessing Big Data for Better Prospecting with Wilbur Swan
|
Jan 25, 2023 |
|
Becoming a Therapeutic Financial Planner with Ed Coambs
|
Jan 24, 2023 |
|
Keys to Building Trust with Women w/Julie Johnson & Courtney Ranstrom
|
Jan 23, 2023 |
|
The Value of Human First Advising with Dr. Sarah Fallaw
|
Dec 16, 2022 |
|
Financial Transition with Susan K. Bradley
|
Dec 14, 2022 |
|
The Evolving Advisor with Amy Mullen
|
Dec 10, 2022 |
|
The Human Side of Money with Brendan Frazier
|
Dec 08, 2022 |
|
Shaping Wealth Management with Brian Portnoy
|
Dec 02, 2022 |
|
Health, Wealth & Adaptive Change with Dr. Phil Pearlman
|
Nov 30, 2022 |
|
Finding Your Freedom with Jamie Hopkins
|
Nov 21, 2022 |
|
Empowering Advisors with Penny Phillips
|
Nov 18, 2022 |
|
Financial Therapy with Dr. Megan McCoy
|
Nov 17, 2022 |
|
Financial Wellness & Relationships with Dr. Emily Koochel
|
Nov 16, 2022 |
|
Flow Theory & Financial Planning with Jordan Hutchison
|
Nov 15, 2022 |
|
Connecting with Grieving Clients with Kathi Balasek
|
Nov 14, 2022 |
|
This is How I Work: Emotional Data & Unique Experiences with Joan Cox
|
Jun 01, 2022 |
|
This is How I Work: The Heart of Transitional Financial Planning with Robin Young
|
May 25, 2022 |
|
The Missing Piece in Financial Planning with Lisa Kirchenbauer
|
May 18, 2022 |
|
Retirement Advising with "The Bucket Plan" Author Jason L. Smith
|
May 11, 2022 |
|
Retirement & Longevity Summit Wrap-Up with Kathi Balasek, Joy Lere & Joanne Burke
|
May 04, 2022 |
|
Retirement & Longevity Summit Wrap-Up with Joan Cox, Miriam Whiteley & Jude Boudreaux
|
Apr 20, 2022 |
|
Retirement & Longevity Summit Wrap-Up with Katie Braden & Mike Kurz
|
Apr 06, 2022 |
|
Interview with Hannah Moore: Financial Planning - More Than Just Money
|
Mar 23, 2022 |
|
Interview with Jordan Hutchison: Finding Flow & Fulfillment in Transition
|
Mar 09, 2022 |
|
Interview with Reese Harper: The Elements of Financial Planning
|
Feb 23, 2022 |
|
Interview with Dr. Kelly Crace: Flourishing During Life Transitions
|
Feb 09, 2022 |
|
Interview with Dr. Moira Somers: Understanding Life Transitions in Financial Planning
|
Jan 12, 2022 |
|
Interview with Molly Prues: Aging With Purpose & Positivity
|
Dec 29, 2021 |
|
Interview with Joy Kirsch: Managing Life Changing Events
|
Dec 15, 2021 |
|
Interview with John Diehl: Writing Your Money Story
|
Dec 01, 2021 |
|
Interview with Penny Phillips: Manage Change and Thrive
|
Nov 17, 2021 |
|
Interview with Mary Martin: Mindfulness for Financial Advisors
|
Nov 03, 2021 |
|
Interview with Devin Eckberg: A Holistic View of the Client Mindset
|
Oct 20, 2021 |
|
Interview with Jamie Hopkins: The Future of Retirement
|
Oct 06, 2021 |
|
Interview with Jamie Hopkins: Human Nature & Numbers
|
Sep 22, 2021 |
|
Interview with Courtney Pullen: Understanding Generational Wealth
|
Sep 08, 2021 |
|
Interview with Taylor Schulte: Finding Your Financial Planning Niche
|
Aug 25, 2021 |
|
Interview with Dr. Roger Landry: Aging & Longevity (Part 2 of 2)
|
Aug 11, 2021 |
|
Interview with Dr. Roger Landry: Aging & Longevity (Part 1 of 2)
|
Jul 28, 2021 |
|
Behavioral Finance: Interview with Daniel Crosby
|
Jul 14, 2021 |
|
3 Big Questions When Transitioning Into Retirement: Part 4 of 4 with Susan Bradley
|
Jul 01, 2021 |
|
Seeking Flow in Retirement: Part 3 of 4 with Susan Bradley
|
Jul 01, 2021 |
|
The 2 Views of Retirement: Part 2 of 4 with Susan Bradley
|
Jul 01, 2021 |
|
The 3 Keys to a Successful Retirement: Part 1 of 4 with Susan Bradley
|
Jul 01, 2021 |