January 5, 202417 min
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".
Episodes
74
Latest episode
Jan 2024
Language
EN-US
About the show
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.
Listen to episodes
December 21, 202321 min
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.
December 18, 202314 min
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.
December 18, 202315 min
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
Dr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money. Advisors need to be mindful of a client's cultural background to effectively serve them.
December 15, 202315 min
Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
Chloe Moore and Laura LaTourette join Ross Marino discussing creating a practice serving a particular community. They share the wisdom and challenges that come along with filling the niche market.
December 15, 202311 min
Human First Discovery Meetings with Stoy Hall and Larry Sprung
Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.
December 13, 202319 min
New Skool Marketing with Candice Carlton
Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.
December 13, 202326 min
From Psychology to Life Planning with George Kinder
George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.
December 11, 20238 min
Developing and Maintaining Client Trust and Commitment with Amy Mullen
Amy Mullen joins Ross Marino to discuss the large change in client perspective in trust and commitment from their advisors. They share tips on what advisors can do to reconnect with their clients new mindset.
December 11, 202319 min
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
Mary Bell Carlson and Kristy Archuleta join Ross Marino to discuss how advisors can apply behavioral guidelines to the changing financial planning field and the expanding role of women in financial roles.
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