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.
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.
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.
The Best of Active Advisor 2023
Welcome to this special Best of 2023 episode of The Active Advisor podcast brought to you by Harbor Capital, with your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital. As the year winds down and the new one is around the corner, let’s spend some time casting the mind back to some of…
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".
Shifting the Conversation with Human First Financial Guidance
In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X, as they delve into the concept of human-first financial guidance and the art of connecting deeply with clients. Discover how Ross's unique methodology, which involves a series of i…
Implementing Human-First Financial Guidance® —A.U.M.™ LIVE
Nobody wants to feel like a number or a formula. So what if your advisory services could become a catalyst for deeper connections instead of pigeonholing your client's needs into calculations? That’s exactly what Ross Marino from Advisor 2X has been on a mission to do through his holistic, human-fi…
Implementing Human-First Advice with Ross Marino
How does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratifying and enlightening conversations with clients.
“You …
067: Ross Marino - The Power of Human-First Financial Guidance
Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.
As Ross wisely says, "Life happens, plans change." As a f…
103: Making The Shift To Human-First Financial Guidance with Ross Marino
There’s a critical mistake made by almost every advisor around the world every single day.
We focus more on the plan than the person. More on what we do than what they need.
Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance. Fortunate…
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