Best Ross Marino Podcasts (2024)

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19. Remote Culture: Creating Collaboration and Positivity Outside of the Office 39:17

4h ago39:17

39:17

Ever felt like quitting when setbacks hit your new business? We've been there and come out stronger. Join us as we share actionable strategies for staying motivated and tackling challenges head-on. Remote teams can thrive, but how do you build genuine connections when everyone is miles apart? From quarterly in-person meetings to intentional communi…

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074: Sara Baker - How to Grow Fast, Avoid Burnout, & Build a Profitable RIA 1:22:21

5d ago1:22:21

1:22:21

Today, I’m excited to sit down with Sara Baker, a leader with over 15 years of financial services experience and our President of Triad Wealth Partners. Sara’s journey began as a Division 1 volleyball player, transitioned through a successful legal career, and ultimately led her to become a leader at two of the largest wealth advisory firms in the …

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12. Tina Tang and Corei Flowers on the Predatory Debt System 33:50

8h ago33:50

33:50

Join us as we expose the dark side of debt. Tina Tang and Corei Flowers from Debtless, NFP reveal how companies profit from your financial struggles. From aggressive debt collectors to crippling payday loans, learn the tactics trapping people in debt. We also discuss the student loan crisis and solutions like debt cancellation and financial educati…

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073: Solo - Why Every Entrepreneur Should Be In Therapy with Brad Johnson 44:46

12d ago44:46

44:46

Today I’m sharing something that I’ve never talked about publicly: my personal journey with therapy and how it helped to save my marriage. The truth is, in the early days of Triad, when I was busy putting my blood, sweat and tears into helping our team get the company off the ground...I was leaving a void at home and not showing up as the husband a…

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18. You Can’t Be 80% Right: The Effects Of Misdiagnosing Business Problems 35:12

2d ago35:12

35:12

What if you’re solving a problem that isn’t really the problem? In this episode of “From The Ground Up,” Zach Conway and Kelsey McKenna explore how misdiagnosing business problems can just lead to more problems rather than solutions. They also cover how perceived industry trends may not always be your best guide in making business decisions. Instea…

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072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese 1:00:56

19d ago1:00:56

1:00:56

Today, I’m excited to chat with Triad Member Andy Heese, the president and founder of The Guardian Group. This year, Andy and his team are on track to bring in $60 million in new assets—all without relying on a traditional marketing funnel. Instead, they focus on building strong client relationships and leveraging referrals. Andy’s “secret” isn’t a…

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071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture 1:07:06

26d ago1:07:06

1:07:06

Today, I’m talking to Ken Crenshaw, the Sports Medicine and Performance Director for the Arizona Diamondbacks. Ken's journey in sports medicine is beyond fascinating and inspiring: from growing up on a small cattle ranch in New Mexico to working with four major MLB teams over the past 35 years, including a World Series Championship with the Atlanta…

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17. Beyond The Tech: Delivering More Than Just Your Product with Torie Happe 35:33

16d ago35:33

35:33

The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other complexities and questions beyond the scope of your solution. In this episode of From The Group Up, Zach …

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070: DJ Eric Rhodes - Turning Your Passion into Your Career & Going Viral 54:59

1M ago54:59

54:59

Today, I’m talking with DJ Eric Rhodes, an expert at creating content that goes viral. Eric is renowned for his mashups of classic hits with new songs, generating millions of views and even catching the attention of artists like Chris Stapleton and Warren G in the process. But Eric’s journey to success only got off the ground because he decided to …

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069: Streamline Replay - Creating Unlimited Growth and Freedom in Your Business AND Life with Brad Johnson & Dave Zoller 42:13

1M ago42:13

42:13

Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice. The episode got a lot of eng…

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16. Do Your Customers Think You’re Worth Your Fee? 38:08

1M ago38:08

38:08

Why do many people still misunderstand the value of financial advisors? Zach Conway and Kelsey McKenna dissect a conversation with a startup expert who doesn't use an advisor. Discover how to communicate value, address misconceptions head-on, and connect with clients on a deeper level. Connect with us: Zach Conway on LinkedIn Kelsey McKenna on Link…

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068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan 1:12:04

2M ago1:12:04

1:12:04

Today, I have the pleasure of talking with Triad members Tim and Julie Sullivan – a dynamic husband and wife team that lead Strategic Wealth Advisors Group together. After joining Triad in early 2023, Tim and Julie have grown their business by leaps and bounds. Not only did they just sign a $12 million client (their biggest ever!), they’re also alr…

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067: Ross Marino - The Power of Human-First Financial Guidance 52:29

2M ago52:29

52:29

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 financial advisor, your role goes beyond crunching n…

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15. Implementing Human-First Advice with Ross Marino 25:22

2M ago25:22

25:22

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 have to take a human first approach. Some people ge…

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066: Brooke Martin - Why an Executive Assistant is the #1 Overlooked Role in Finance 57:31

2M ago57:31

57:31

Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other asp…

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065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche 1:02:50

2M ago1:02:50

1:02:50

Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. The funny thing is, it’s actually our shared passion for sports collectables that brought Tom …

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14. A New View on the Advisor Support Model with Avise 46:47

2M ago46:47

46:47

Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other. Advisors want to maintain their independence and brand identity but struggle to build a business from scratch without substantial infrastructure. This creates a dilemma: joi…

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064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers 1:04:30

2M ago1:04:30

1:04:30

In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas. When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s e…

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063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture 1:08:16

3M ago1:08:16

1:08:16

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporat…

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13. Connecting with a New Generation with Dr. Preston Cherry 35:08

3M ago35:08

35:08

The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway…

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062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM 1:07:45

3M ago1:07:45

1:07:45

Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM. Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound …

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061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars 1:19:59

3M ago1:19:59

1:19:59

This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University. His unique style made him the go-to photographer for renown…

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12. Human-Centric Advice with Brian Portnoy 37:13

3M ago37:13

37:13

When financial advisors are asked at conferences if they feel like a client’s therapist, almost always, an entire room raises its hands. With a majority of advisors not trained in therapeutic techniques, they are left to navigate the emotional aspects of money management. Brian Portnoy, Founder of Shaping Wealth, joins Zach Conway, and Kelsey McKen…

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060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico 1:25:54

3M ago1:25:54

1:25:54

Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it. After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia …

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059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football 59:23

4M ago59:23

59:23

In this episode, I’m talking with the host of NFL RedZone, Scott Hanson. For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break! Listen in to learn about Scott’s extraordinary preparation pro…

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11. Embracing Technology to Scale Your Business with Anthony Stich 51:02

4M ago51:02

51:02

With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs. Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits down with Zach Conway and Kelsey McKenna to dive into why some advisors shy away from new technology and best…

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058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans 1:10:16

4M ago1:10:16

1:10:16

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston…

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057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose 1:00:56

4M ago1:00:56

1:00:56

Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. …

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10. Niching Down to Scale Up: How To Find Your Right Niche with Guillaume Decalf 48:06

4M ago48:06

48:06

In an industry where broad appeal is commonplace, creating a niche is the path to scaling your business. Join Zach Conway and Kelsey McKenna as they sit down with Guillaume Decalf, CEO of Oui Financial, to break down defining your niche, the value of “free” advice, and targeting the right audience. Guillaume Decalf’s extensive background is a maste…

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056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross 53:35

4M ago53:35

53:35

Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services. Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Mich…

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055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them 1:11:35

5M ago1:11:35

1:11:35

Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years. Shawn's exper…

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9. Culture over Quantity: Building a System of Sustainable Growth with Michael Batnick 46:10

5M ago46:10

46:10

Some businesses can achieve initial growth but struggle to later get to the next level. Or worse, they get to the next level of financial success but at the cost of good culture. Michael Batnick, CFA, joins Zach Conway and Kelsey McKenna to discuss leading with culture, effective hiring strategies, and building a strong foundation for your business…

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054: Robert Sofia - Taking Online Relationships to Real World Clients 1:00:16

5M ago1:00:16

1:00:16

Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. …

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053: Hal Elrod - The Miracle Morning & Evening, and Overcoming Adversity 52:58

5M ago52:58

52:58

Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews and has sold over 2 million copies. But it’s much more than a…

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8. Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins 52:05

5M ago52:05

52:05

The financial advisory world is at a crossroads. There are over 109,000 financial advisors today, with around 40% of them planning to retire in the next ten years. That leaves a big gap to fill. The next generation has plenty of talent, but the challenge is getting them to step up and stick around. Zach Conway and Kelsey McKenna hear from Jamie Hop…

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052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall 1:14:36

5M ago1:14:36

1:14:36

Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown. In two short years, they w…

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051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design 58:07

6M ago58:07

58:07

Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating a job. Justin went from being stuck in the rat race and putting work before family to mastering low-risk cash flow investing and passive income strateg…

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11. Tucker Bryant on Creating Content with Heart 44:26

6M ago44:26

44:26

Today with sit down with Tucker Bryant, a professional poet and keynote speaker, as we peel back the layers of what makes content not just unique, but genuinely authentic. We unravel the complexities of connecting with an audience, tear apart the pressures of crafting standout keynote speeches, and debate the pull of trends against the gravity of p…

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7. Overcoming the Burnout Odds: Creating Early Momentum with Scrappy Sales 49:17

6M ago49:17

49:17

Whether you're a seasoned advisor or a newcomer to the field, there is no question that the early days within the financial advisory world can be challenging. Join Zach Conway and Kelsey McKenna as we offer a candid look into the critical early stages of a financial advisor's career. We share real-life accounts from those who've walked the path and…

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050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book 1:15:24

6M ago1:15:24

1:15:24

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world. He’s aut…

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10. Bob DePasquale on the Power of Purpose in Shaping Success 33:47

6M ago33:47

33:47

Today, we sit down with Bob DePasquale to discuss what it means to live intentionally and discover how purpose-driven families are redefining wealth management, not merely through financial metrics but by aligning their resources with their values. Throughout this episode, the theme of success is a constant. Instead of thinking of the path to succe…

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049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset 1:07:15

6M ago1:07:15

1:07:15

Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset. Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business. In this episode, Wally shares his story and the problems he faced in his own company…

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6. Picking the Right Tech Stack to Grow your Business 44:20

6M ago44:20

44:20

Have you ever wondered how the complex maze of technology can be harnessed to fuel business growth? Join Zach Conway and Kelsey McKenna on a journey through the ever-evolving world of advisor tech, where we share our hard-earned insights from our own experience starting Seeds Investor. Hear about the pivotal moments and strategic choices that led u…

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048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin 1:15:05

6M ago1:15:05

1:15:05

Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm. As a former teacher, Stephen took his passion for educating others and adapted it to the financial services industry. His firm's motto, "First Wisdom, Then Wealth," says it all – they're …

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9. Ross Marino on Championing Human-First Financial Guidance 27:34

6M ago27:34

27:34

This week, Ross Marino joins us to share how he believes financial guidance can and should pivot to a people-first mindset. Ross shares his insights on nurturing trust with clients, becoming not just advisors but financial therapists who provide support when stability seems fleeting. As the CEO and Founder of Advisor2X, Ross also shares with us how…

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047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas 1:24:36

6M ago1:24:36

1:24:36

What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad …

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5. Unveiling the Full Spectrum of Financial Planning with Michael Conway 44:20

7M ago44:20

44:20

Join us this week as we chat with Michael Conway, CEO of Conway Wealth, about financial plan that can cover all bases. In this conversation, we cut through the complexity of holistic financial planning and discuss the multifaceted roles financial advisors play beyond managing investments. Delve into how being your personal CFO, from estate planning…

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4. Navigating Growth: Vision, Culture, and the Journey to Expansion 39:11

7M ago39:11

39:11

Ever wonder how some startups transform into powerhouses? Your hosts, Zach Conway and Kelsey McKenna from Seeds Investor, are going to explore the mindset and processes behind the growth-focused terrain of the startup world. We dissect Jeff Weiner's 'vision to values' framework, revealing how a company's core beliefs can steer every team member tow…

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3. The Shift to Personalized Wealth Management 48:30

7M ago48:30

48:30

Are your investments truly reflecting your individual story and values? In today’s episode of From the Ground Up, we want to highlight some possible ways you as a financial advisor can help your clients understand that you see them as more than just another entry on their balance sheet. Today, we address the alarming trend of a 90% shift away from …

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046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself 1:01:16

7M ago1:01:16

1:01:16

Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google). Ann now consults with executives and companies across the globe to reverse …

Podcasts Worth a Listen

Ross Marino Podcasts

Podcasts Worth a Listen

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