SHIFT with Ross Marino

By: Ross Marino CFP® CPFA CeFT®
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  • Summary

  • 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.
    © 2024 SHIFT with Ross Marino
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Economics Personal Finance
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Episodes
  • Preventing Trust Fund Monsters with Steve Lockshin

    Preventing Trust Fund Monsters with Steve Lockshin
    Jan 5 2024

    Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
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    18 mins
  • Screening Questions for Prospective Clients with Meghaan Lurtz

    Screening Questions for Prospective Clients with Meghaan Lurtz
    Dec 21 2023

    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 mins
  • Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall

    Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
    Dec 18 2023

    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 mins

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