SHIFT with Ross Marino

SHIFT with Ross Marino

Por: 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.
74 episodios disponibles

Latest episodes of the podcast SHIFT with Ross Marino

Preventing Trust Fund Monsters with Steve Lockshin 05/01/2024
Screening Questions for Prospective Clients with Meghaan Lurtz 21/12/2023
Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall 18/12/2023
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry 18/12/2023
Creating a Practice on Purpose with Laura LaTourette and Chloe Moore 15/12/2023
Human First Discovery Meetings with Stoy Hall and Larry Sprung 15/12/2023
New Skool Marketing with Candice Carlton 13/12/2023
From Psychology to Life Planning with George Kinder 13/12/2023
Developing and Maintaining Client Trust and Commitment with Amy Mullen 11/12/2023
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta 11/12/2023
Understanding the Money Story with Ed Coambs 09/11/2023
Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson 09/11/2023
The Rise in Gray Divorce with Andrew Hatherley 26/10/2023
Serving Women with Cary Carbonaro 26/10/2023
Rock & Roll Meets Financial Services 23/10/2023
Humans vs. Retirement 23/10/2023
Microfinancial Planning with Phillipp Hecker 11/09/2023
The Continuum of Financial Advice with Saundra Davis 11/09/2023
Life Planning is for Me with Sidney Divine 07/07/2023
Connecting by Outcaring the Competition with Sheri Fitts 23/06/2023
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