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

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Empowering Advisors with Penny Phillips 18/11/2022
Financial Therapy with Dr. Megan McCoy 17/11/2022
Financial Wellness & Relationships with Dr. Emily Koochel 16/11/2022
Flow Theory & Financial Planning with Jordan Hutchison 15/11/2022
Connecting with Grieving Clients with Kathi Balasek 14/11/2022
This is How I Work: Emotional Data & Unique Experiences with Joan Cox 01/06/2022
This is How I Work: The Heart of Transitional Financial Planning with Robin Young 25/05/2022
The Missing Piece in Financial Planning with Lisa Kirchenbauer 18/05/2022
Retirement Advising with "The Bucket Plan" Author Jason L. Smith 11/05/2022
Retirement & Longevity Summit Wrap-Up with Kathi Balasek, Joy Lere & Joanne Burke 04/05/2022
Retirement & Longevity Summit Wrap-Up with Joan Cox, Miriam Whiteley & Jude Boudreaux 20/04/2022
Retirement & Longevity Summit Wrap-Up with Katie Braden & Mike Kurz 06/04/2022
Interview with Hannah Moore: Financial Planning - More Than Just Money 23/03/2022
Interview with Jordan Hutchison: Finding Flow & Fulfillment in Transition 09/03/2022
Interview with Reese Harper: The Elements of Financial Planning 23/02/2022
Interview with Dr. Kelly Crace: Flourishing During Life Transitions 09/02/2022
Interview with Dr. Moira Somers: Understanding Life Transitions in Financial Planning 12/01/2022
Interview with Molly Prues: Aging With Purpose & Positivity 29/12/2021
Interview with Joy Kirsch: Managing Life Changing Events 15/12/2021
Interview with John Diehl: Writing Your Money Story 01/12/2021
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