SHIFT with Ross Marino
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.
| Publishes | Weekly | Episodes | 74 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
Listen to the Podcast
Latest Episodes
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.
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.
Insights
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Reviews
- Fantastic host, and great guests!
The podcast is wonderful. Ross is a great host, and his curiosity in exploring human-first financial guidance is insightful and refreshing. Ross consistently brings on wonderful guests who contribute to the overall quality of the show
Apple Podcasts5Shaun Maslyk
Canadaa year ago - Engaging, Thoughtful, Informative
Really enjoyable and touches on a lot of topics that can help advisors work with clients transitioning into retirement.
Apple Podcasts5Gwynerin
United States3 years ago - Great New Show!
Ross Marino does a great job with this new show. It is perfect for financial advisors who look at all sides of retirement!
Apple Podcasts5The Conquer Worry ShowUnited States3 years ago
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Audience
Listeners, engagement and demographics and more for this podcast.
| Gender Skew | Engagement Score | Primary Location | |||
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SHIFT with Ross Marino launched 3 years ago and published 74 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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