• Motivational Interviewing Techniques with Kelly Majdan
    Sep 8 2023

    Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.

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    10 mins
  • Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen
    Aug 18 2023

    Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.


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    13 mins
  • AI and ChatGPT in Financial Services with Petros Koumantaros
    Aug 18 2023

    Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.

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    12 mins
  • Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson
    Aug 16 2023

    Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.


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    16 mins
  • Put the Big "F" in a Box with Jamie Greenleaf and Jed Cohen
    Jul 28 2023

    Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry. 

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    16 mins
  • The Office is Dead. Now What? with Maryanne Spatola
    Jul 21 2023

    Maryanne Spatola joins Ross Marino to share info on how the office, and the ways we work, are changing in today's workplace.  #humanfirst #humanresources #workplace 

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    17 mins
  • DOUBLE EPISODE: Jeff Acheson, Alex Assaley & Brett Shofner talk Wealth@wor(k) 2022
    Sep 6 2022

    Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live

    Part 1
    Ross Marino talks with Jeff Acheson of Independent Financial Partners about his upcoming session at Wealth@wor(k) 2022 that revolves around changing the focus of financial planning to a human first approach.

    Part 2
    Ross Marino talks with Alex Assaley & Brett Shofner about their upcoming session at Wealth@wor(k) 2022, “Retirement Committee Meetings of the Future”.

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    22 mins
  • DOUBLE EPISODE: Talking Wealth@wor(k) with Devyn Duex, Tina Shackman, Holly Knight & Faith Teope
    Aug 22 2022

    Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live

    Part 1
    Ross Marino talks with Devyn Duex & Tina Shackman about their upcoming session at Wealth@wor(k) 2022. “Getting Back to Basics” is all about figuring out basic necessities in order to develop a successful retirement plan.

    Part 2
    Ross Marino talks with Holly Knight of NFP and Faith Teope, CEO of Leverage Retirement, about their session at Wealth@wor(k) 2022. “Undressing the Mind” will address the importance & process of reevaluating generational preconceptions as advisors in order to provide clients with what they need.

    Learn more about Captrust:
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    Learn more about Leverage Retirement, Inc.:
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    18 mins