Shaping Change with Ross Marino: Recent Episodes
Ross Marino, CFP®, CPFA, CeFT®
Life Happens. Plans Change. When life throws your clients unexpected challenges, you can be there to help them manage that change. Ross Marino, CFP®, CPFA, CeFT®, host of Shaping Change, and his guests, want to help financial advisors better serve their clients when life takes those unexpected turns.
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.
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.
Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.
Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.
George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.
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.
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.
Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
Ross is joined by Dr. Brandy Baxter and Cameo Roberson to discuss how advisors can create a DEIB practice. They share tools and insights for the everchanging workplace.
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.
Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.
Phillip Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.
Sidney Divine joins Ross Marino sharing insights into a career as a life planner.
lifeplanning #financialplanning #shiftevent
Sheri Fitts joins Ross to discuss why advisors need to embrace their human qualities to compete in the age of AI.
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Nancy Bleeke joins Ross Marino to discuss the benefits of adding a human first approach to an advisors sales process.
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Dan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.
Dr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.
Ashley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.
Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.
Mary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.
Meghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.
Ross Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.
Ross Marino is joined by Danika Waddell & Diana Yanez. They discuss how life planning & coaching are helping today's advisors build better and stronger connections to their clients.
Wilbur Swan, CEO & Co-Founder of Catchlight, speaks with Ross about improving your prospecting using advances in data collection.
Ross and guests Julie Johnson & Courtney Ranstrom speak about the importance of a Human First approach to financial planning.
On this episode of SHIFT Dr. Sarah Fallaw, President of DataPoints, discusses the value proposition of focusing on the human side of investing and financial guidance.
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On this episode of SHIFT Susan K. Bradley joins Ross Marino to talk about her work helping clients in transition as Founder of The Financial Transitionist Institute.
shiftevent
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On this episode of SHIFT Money Quotient President Amy Mullen joins Ross Marino to talk about how advisors can shift their mindset and evolve to become more effective and efficient with their clients.
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Founder of Wired Planning and Host of “The Human Side of Money” podcast Brendan Frazier joins Ross Marino to talk about problem solving with his mastermind group of industry leaders.
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On this episode of SHIFT Brian Portnoy, Founder of Shaping Wealth, joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment.
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On this episode of SHIFT, Dr. Phil Pearlman discusses his background in psychology that led to a career in behavioral economics & finance and a current focus on adaptive change.
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On this episode of SHIFT, Jamie Hopkins of Carson Group talks with Ross about his upcoming book “Find Your Freedom” and working to shift relationships and conversations around financial planning.
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On this episode of SHIFT Penny Phillips, Journey Strategic Wealth Co-Founder & President, talks with Ross about what’s new at Journey, questions of gender parity in advising and finding the right team for her firm.
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On this episode of SHIFT Kansas State University Professor Dr. Megan McCoy talks with Ross about her work in financial therapy, finding the intersection between money and wellbeing.
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On this episode of SHIFT Dr. Emily Koochel talks with Ross about eMoney research & initiatives surrounding financial wellness & relationships. #shifttheconversation
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Jordan Hutchison of Shaping Wealth comes on the show to discuss his research on the use of flow theory in financial planning.
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On the very first episode of SHIFT Ross Marino talks with Kathi Balasek, Founder of Grief Smart Advisor, about her mission to help financial professionals connect with grieving clients, specifically those going through widowhood. #shifttheconversation
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On this episode of Shaping Change, Ross Marino talks with Joan Cox, Director of Advanced Planning with Transitus Wealth Partners, about the process of gathering emotional data and understanding unique experiences when focusing on clients going through major life changes.
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On this episode of Shaping Change Ross Marino talks with Robin Young, President & Partner at Northstar Financial Planning, about her path to transitional planning and how she helps clients–widows in particular–navigate difficult transitional phases of their lives.
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On this episode of Shaping Change, Ross talks with Lisa Kirchenbauer, Founder & President of Omega Wealth Management about the process of discovering the missing piece in financial planning–the human element.
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On this episode of Shaping Change Ross Marino interviews Jason L. Smith, Author and Founder & CEO of C2P Enterprises and J L Smith Group. They discuss key points from his book “The Bucket Plan” and his upcoming book “The Rainmaker Multiplied” that details his life and background in financial services.
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On this episode of Shaping Change Ross talks with Kathi Balasek, Joy Lere & Joanne Burke about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions they led as speakers and the most memorable moments and takeaways from RLS 2022.
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On this episode of Shaping Change Ross talks with Joan Cox, Miriam Whiteley & Jude Boudreaux about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions they led as speakers and the most memorable moments and takeaways from RLS 2022.
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On this episode of Shaping Change Ross talks with Katie Braden & Mike Kurz about their experiences at the 2022 Retirement & Longevity Summit. They discuss the sessions led by both speakers and the most memorable moments and takeaways from RLS 2022.
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On this episode of Shaping Change Ross Marino talks with Hannah Moore, Owner & Principal Financial Planner at Guiding Wealth. Financial planning is about so much more than money alone–they discuss Hannah’s journey to that discovery, how she connects with her clients on a human level, and how to evolve as a financial planner focusing on retirement & transition.
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On this episode of Shaping Change, Ross Marino talks with Jordan Hutchison, Director of Partnerships at XY Planning Network, about his research & work in “flow theory” and its practical application in a practice to support the human side of financial planning.
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On this episode of Shaping Change Ross Marino talks with Reese Harper, CEO of The Elements Financial Planning System and Founder of Dentist Advisors. They discuss Elements innovative and behavior focused approach to the client/advisor relationship.
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On this episode of Shaping Change, Ross Marino talks with Dr. Kelly Crace, Associate Vice President for Health & Wellness & Director of the Center for Mindfulness and Authentic Excellence at William & Mary University. They discuss the psychology of decision making during transitional or traumatic times, and how you can guide and support clients facing those issues.
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On this episode of Shaping Change, Ross Marino talks with Dr. Moira Summers, clinical neuropsychologist and Author of “Advice that Sticks: How to give financial advice that people will follow”. They discuss the impact that major life transitions and identity changes have on financial decision making, and finding meaning in those transitions moving forward in life.
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On this episode of Shaping Change, Ross Marino talks with Molly Prues, Founder of Vistalynk about reimagining the aging process and helping clients find a sense of purpose in retirement. They also discuss the health/wealth paradigm and the concept of “interdependence” between generations in retirement.
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On this episode of Shaping Change, Ross Marino talks with Joy Kirsch, CFO of Life Changing Events at Merit Financial Advisors. Kirsch shares insights on the financial planning process for widows and how it differs from working with retirees. Joy and Ross also discuss the “don’t do” list for financial planners, and how to develop your own to serve your clients.
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC, Merit Financial Advisors, The Widows Journey, Ross Marino, & Shaping Change and LPL Financial are separate entities.
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On this episode of Shaping Change, Ross Marino interviews John Deihl, Sr. Vice President of the Applied Insights team at Hartford Funds. They talk about the three questions that can predict future quality of life, and how to write your own retirement story.
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On this episode of Shaping Change, Ross Marino interviews Penny Phillips, Co-Founder & President of Journey Strategic Wealth. They discuss how to help advisors manage change, finding the balance between low-cost and high-value, and the importance of utilizing CRMs and other advisor tools to provide top tier client service.
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On this episode of Shaping Change Ross Marino talks with Mary Martin about practicing mindfulness, its effect on pain versus suffering, and the human capacity for resilience. Mary Martin is a mindfulness educator and the Author & Creator of “Mindfulness for Financial Advisors: Practicing a New Way of Being”.
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On this episode of Shaping Change, Ross Marino interviews Devin Eckberg, Chief Learning Officer and Managing Director at Investments and Wealth Institute. They discuss client service through an holistic, comprehensive lens, and the evolution of risk management in the context of retirement.
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On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They talk key elements of Jamie’s book “Rewirement”, along with discussions on the evolution and potential disruption of the future of retirement.
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On this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They discuss the natural inclination to focus on income or a “magic number” when receiving financial advice, and how to help clients overcome that fixation, as well as the second edition revisions of Jamie’s book “Rewirement”.
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On this episode of Shaping Change Ross Marino interviews Courney Pullen, President of the Pullen Consulting Group & Author of 'Intentional Wealth'. They discuss the factors that cause families to lose generational wealth and what can be done, from both a personal and advisory standpoint, to avoid that loss.
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Ross Marino talks with Taylor Schulte, Founder & Financial Planner at Define Financial, about finding his niche in retirement planning and the ups and downs of shifting into that niche. In the interview they discuss client deliverables, Michael Kitces’s views on how retirees spend money, and content creation as a tool for financial advisor marketing.
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On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry, President and Preventive Medicine Physician at Masterpiece LLC, about new trends in healthy aging, the importance of intergenerational connection, and the ways retirement communities can provide excitement and inspiration.
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On this episode of Shaping Change, Ross Marino talks with Dr. Roger Landry, President and Preventive Medicine Physician at Masterpiece LLC, about his long journey as a physician, from working with the military focusing on prevention, to ultimately deciding to narrow his focus to aging and longevity. They also discuss Dr. Landry's book, 'Live Long, Die Short: A Guide to Authentic Health and Successful Aging'.
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Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and multi-published author, talks with Ross Marino about behavioral finance.
What does a Chief Behavioral Officer do? Daniel talks with Ross about what his position encompasses. Using tools, training, and technology, Daniel devises systems to educate advisors on how to implement behavioral finance into their practice. Daniel and Ross discuss how to address behavioral phenomena clients exhibit--including behavior toward risk, fighting about money and mental accounting--while transitioning into retirement and other ways the inclusion of behavioral finance can improve your practice.
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In the fourth installment with Susan Bradley, Ross Marino and Susan, co-authors of the book “Shaping Change”, talk about the questions your clients should consider regarding what is important to them while planning for this transition.
Seeking out activities that can be routine, social, challenging, and measurable, allow you to have a successful flow transitioning into retirement.
Ask yourself:
- What do I need to protect? What aspects of your working life or former life are priorities?
- What do I need to let go of? This can include anything from tangible items to memberships and activities that no longer fulfill you or fit into your new life.
- What do I need to create? Retirement is a new beginning. Whether you need more time in your day, or activities to fill that time, you can find new and exciting ways to make it happen.
What goes, what stays, what gets created and what is the top priority to protect?
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In the third installment with Susan Bradley, Ross Marino and Susan, co-authors of the book “Shaping Change”, discuss the four characteristics of activities that can successfully employ these keys so you can help your clients make the best of their time after retirement.
Activities should be:
- Routine - Explore and partiipate in regularly scheduled, repeatable activities that become a part of your lifestyle.
- Social - Avoid isolation, gain perspective, and maintain your mental health with new and consistent social interaction.
- Challenging - Choosing activities that are too easy, comfortable or familiar may result in boredom. Choose activities that require some effort--whether mental or physical.
- Measurable - Set your own criteria for satisfying activities and make sure they are worth the time and money you spend on them.
Why do these characteristics matter? When we’re not engaged in fulfilling activities, we’re more apt to become bored or spend extra money--but retirement is a journey, not a race. Remember to give yourself the room to try, reflect, adjust.
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In the second installment of Ross Marino's talk with Susan Bradley, both co-authors of the book “Shaping Change”, discuss how to help your clients find a balance between past expectations for retirement and new, unexpected opportunities that can greatly improve quality of life.
Old View
Financially, people used to rely on their pension and investments for their retirement income.
Once they hit 65, the magical age for retirement, they envisioned themselves doing nothing but playing golf and spending time with family and friends. This old view is now being replaced by new ideas of what retirement can be.
New View
There is no set way to live this new chapter of your life. This can feel daunting, but with creativity, curiosity, and flexibility you can find ways to make this the BEST chapter of your life. Finding new activities and alternate sources of income can bring new meaning to your time in retirement.
Get ready for uncertainty--this is a time to explore! Life will never be the same, and neither will you.
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In the first installment of Ross Marino's talk with Susan Bradley, co-authors of the book “Shaping Change”, they discuss the three key components to a successful retirement. Help your clients prepare for anything that might come their way and handle unforeseen changes as they plan for retirement by using the three C’s: Community, Control and Contribution.
Community
The human side of retirement revolves around community. Humans are social creatures, but during retirement, you may lose the connections that you had in your working life. Like physical health, maintaining your mental health is necessary to thrive, which makes building relationships and being part of a community so vital for a fulfilling retirement.
Control
As you transition into retirement, you have the ability to use your time, budget and energy for what is most important to maintain your health and happiness. Be sure to set boundaries and be honest with those around you.
Contribution
It is important to live with purpose and be fulfilled with what you do. Not everyone knows what will be meaningful for them as they transition into retirement. Sometimes it takes creativity and courage to try new things and find out what brings meaning to your life.
Significant events require big decisions, and big decisions require a process.
There is no new beginning without an ending.
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