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SHIFT with Ross Marino
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.
Podcasting since 2021 • 74 episodes
SHIFT with Ross Marino
Latest Episodes
Preventing Trust Fund Monsters with Steve Lockshin
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
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17:45
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Screening Questions for Prospective Clients with Meghaan Lurtz
Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
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21:08
Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.
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14:28