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SHIFT with Ross Marino
Ross Marino, CFP®, CPFA, CeFT®
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.
Episodes
Preventing Trust Fund Monsters with Steve LockshinJanuary 05, 2024
Screening Questions for Prospective Clients with Meghaan LurtzDecember 21, 2023
Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay TroxallDecember 18, 2023
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston CherryDecember 18, 2023
Creating a Practice on Purpose with Laura LaTourette and Chloe MooreDecember 15, 2023
Human First Discovery Meetings with Stoy Hall and Larry SprungDecember 15, 2023
New Skool Marketing with Candice CarltonDecember 13, 2023
From Psychology to Life Planning with George KinderDecember 13, 2023
Developing and Maintaining Client Trust and Commitment with Amy MullenDecember 11, 2023
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy ArchuletaDecember 11, 2023
Understanding the Money Story with Ed CoambsNovember 09, 2023
Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo RobersonNovember 09, 2023
The Rise in Gray Divorce with Andrew HatherleyOctober 26, 2023
Serving Women with Cary CarbonaroOctober 26, 2023
Rock & Roll Meets Financial ServicesOctober 23, 2023
Humans vs. RetirementOctober 23, 2023
Microfinancial Planning with Phillipp HeckerSeptember 11, 2023
The Continuum of Financial Advice with Saundra DavisSeptember 11, 2023
Life Planning is for Me with Sidney DivineJuly 07, 2023
Connecting by Outcaring the Competition with Sheri FittsJune 23, 2023
Human First Sales Process with Nancy BleekeJune 13, 2023
Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof GleichMay 31, 2023
Life, Money, BalanceMay 22, 2023
Thinking Like a Financial Futurist with Brandy BaxterMay 08, 2023
Financial Therapy Meets Financial Planning with Ashley QuammeApril 24, 2023