NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset Overview: Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice. Highlights: Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This ...
…
continue reading
A group of former D1 Goons, chopping it up about sports betting, Football (Our expertise), Golf (Hacking at its finest) and big sporting events.
…
continue reading
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
…
continue reading
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr
46:11
46:11
Play later
Play later
Lists
Like
Liked
46:11
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 88 - The Realities of RevOps: Jacki Leahy Discusses Building Systems and Solutions in Tech
30:10
30:10
Play later
Play later
Lists
Like
Liked
30:10
Message us, here for you! Unlocking the Magic of RevOps with Jacki Leahy On today's episode, we dive deep into the world of Revenue Operations (RevOps) with the dynamic Jacki Leahy, founder of Activate the Magic. From her beginnings as a kindergarten teacher to becoming a trailblazer in the tech startup scene, Jacki shares her unique journey and th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 87 - Unpacking the Power of Mindset with Deanna of Label Free Podcast
32:17
32:17
Play later
Play later
Lists
Like
Liked
32:17
Message us, here for you! In this powerful episode of the No BS Wealth Podcast, we dive deep into the transformative journey of Deanna Marie, host of the Label Free Podcast. Deanna shares her compelling story of overcoming an abusive childhood, surviving human trafficking, and navigating the complexities of life after the loss of her husband. Despi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson
48:35
48:35
Play later
Play later
Lists
Like
Liked
48:35
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 86 - Turning Skeptics Into Believers: Mastering Email Marketing with Tanya Brody
36:34
36:34
Play later
Play later
Lists
Like
Liked
36:34
Message us, here for you! Welcome to this enlightening episode where we explore the transformative power of email marketing! Our host, initially skeptical about the effectiveness of email marketing, takes the plunge and becomes the guinea pig in this experiment guided by the expertise of Tanya Brody. Tanya Brody is a full-stack direct response copy…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 85 - The Child-Free Choice: Navigating Life and Finance Without Kids
36:57
36:57
Play later
Play later
Lists
Like
Liked
36:57
Message us, here for you! Welcome to the No BS Wealth Podcast! In this episode, we dive into the intriguing world of being child-free with our special guest, Jay Zigmont, the renowned Child-Free Planner. We explore the financial and lifestyle choices of individuals who opt to live without children, a demographic often overlooked in traditional fina…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 84 - Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie Lima
35:36
35:36
Play later
Play later
Lists
Like
Liked
35:36
Message us, here for you! Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie Lima Divorce is never easy, especially when it comes to managing finances. In this episode of the No BS Wealth Podcast, we're joined by divorce expert Jamie Lima, who shares his personal journey and professional insights into the financial intric…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova
36:51
36:51
Play later
Play later
Lists
Like
Liked
36:51
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 83 - Mastering Trademarks with Kelli Jones: Protecting Your Brand's Future
33:53
33:53
Play later
Play later
Lists
Like
Liked
33:53
Message us, here for you! In this episode, we are joined by the accomplished attorney Kelli Jones to discuss the vital role a business lawyer plays in protecting and growing your business. Kelli shares her journey from the nonprofit sector to running her own successful law firm, offering invaluable insights into the world of business law. We dive d…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 82 - Why Every Entrepreneur Needs an Exit Plan: Insights from Tracy Gunn
44:58
44:58
Play later
Play later
Lists
Like
Liked
44:58
Message us, here for you! In this episode, we dive into one of the most crucial aspects of entrepreneurship that often goes overlooked—exit planning. Join us as we sit down with Tracy Gunn, a seasoned business owner who successfully managed multiple ventures, including candy stores and restaurants, before transitioning into an exit planning expert.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 81 - From Harlem to CFP: Jorrell Bland's Journey Through Financial Planning
39:52
39:52
Play later
Play later
Lists
Like
Liked
39:52
Message us, here for you! Explore the inspiring and transformative journey of Jorrell Bland in this captivating episode of our podcast. Born and raised in the challenging environment of Harlem, New York, Jorrell has navigated his way through adversity to pursue a career in financial planning. His story is not just about personal success; it's about…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny
1:00:10
1:00:10
Play later
Play later
Lists
Like
Liked
1:00:10
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 80 - Shana Orczyk Sissel on Mastering Alternatives in Modern Investing
36:59
36:59
Play later
Play later
Lists
Like
Liked
36:59
Message us, here for you! Welcome to the latest episode of the "No BS Wealth Podcast," where we delve into the world of alternative investments with industry expert Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge fun…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 79 - Unlocking Entrepreneurial Success: Exploring Money Mindset and Business Strategies with Mariana Lacombe
41:25
41:25
Play later
Play later
Lists
Like
Liked
41:25
Message us, here for you! Dive into a riveting episode of the No BS Wealth Podcast, where we sit down with Mariana Lacombe, the visionary behind Quantum Evolution. Known for her bold approach to financial empowerment and entrepreneurial mindset, Mariana shares invaluable insights that shatter conventional myths about coaching and wealth management.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman
45:25
45:25
Play later
Play later
Lists
Like
Liked
45:25
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall
47:18
47:18
Play later
Play later
Lists
Like
Liked
47:18
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 78 - From Solo Entrepreneur to Global Influence w/ Mar De Carlo
46:45
46:45
Play later
Play later
Lists
Like
Liked
46:45
Message us, here for you! Join us on a transformative journey with Mar De Carlo, a visionary entrepreneur and one of the most dynamic forces in global business consulting. In this episode of the No BS Wealth Podcast, Mar shares her compelling story from the initial spark of entrepreneurship to creating a thriving international organization. Dive de…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 77 - Empowering Wealth Through Connection w/ Misty Lynch CFP®
43:54
43:54
Play later
Play later
Lists
Like
Liked
43:54
Message us, here for you! Welcome back to the NOB$ Wealth Podcast Minority CFP Series, where we delve into the journeys of minority Certified Financial Planners and their unique contributions to the financial industry. In this episode, we have the pleasure of welcoming Misty Lynch, CFP®, back to the show. Misty, a standout guest from our 12 Days of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 76 - The Unhinged Truth About Marketing: Navigating the Maze of Social Media, Personal Branding, and Beyond Pt. 2
47:48
47:48
Play later
Play later
Lists
Like
Liked
47:48
Message us, here for you! Welcome back to the No BS Wealth Podcast Series! 🎉 Dive into the heart of marketing maze with "The Unhinged Truth About Marketing: Navigating the Maze of Social Media, Personal Branding, and Beyond Pt. 2". Missed Part 1? Catch up here. 🚀 Episode Highlights: Layers of Marketing: From personal branding to the pivotal role of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 75 - The Unhinged Truth About Marketing: Navigating the Maze of Social Media, Personal Branding, and Beyond Pt. 1
46:32
46:32
Play later
Play later
Lists
Like
Liked
46:32
Message us, here for you! Dive deep into the world of marketing with the latest episode of the NoBS Wealth Podcast, where we tear down the conventional boundaries and get real about what it takes to make your brand stand out. This is Part 1 of an unhinged, insightful conversation that you don't want to miss. We're unpacking everything from the esse…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 74 - Transforming Estate Planning: Griffin Bridgers on Legacy, Relationships, and Innovation
47:58
47:58
Play later
Play later
Lists
Like
Liked
47:58
Message us, here for you! In this enlightening episode of the No BS Wealth Podcast, we dive deep into the world of estate planning with Griffin Bridgers, a seasoned professional renowned for his innovative approach to legacy and estate planning. Bridgers shares invaluable insights on why estate planning should be more about building relationships a…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 73 - Pathways to Success: Kelsey Mead's Mindset Mastery
42:08
42:08
Play later
Play later
Lists
Like
Liked
42:08
Message us, here for you! In this episode of "Pathways to Success," we sit down with Kelsey Mead, a dynamic entrepreneur and coach with over a decade of experience in various industries. Kelsey takes us through her entrepreneurial journey, sharing lessons learned from her ventures, including a unique healthy vending machine business and her transit…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas
43:20
43:20
Play later
Play later
Lists
Like
Liked
43:20
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 72: The Art of Strategic Growth: Gabriel Langley on Planting, Partnerships, and the Path Ahead
37:57
37:57
Play later
Play later
Lists
Like
Liked
37:57
Message us, here for you! In this enlightening episode, we're joined once again by Gabriel Langley, the entrepreneurial mind behind Alpha Group Innovation (AG Management), for a deep dive into the intricacies of strategic growth and the significance of laying a solid foundation for future success. Despite a rocky first attempt at recording, the ins…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 71 - Bridging Generations and Genders in Finance with Julie Johnson
49:50
49:50
Play later
Play later
Lists
Like
Liked
49:50
Message us, here for you! Join us on this inspiring episode of the Nob$ Wealth "Money Mindset Series" as we dive deep into the heart of financial planning with the extraordinary Julie Johnson. With a career spanning over two decades, Julie brings a wealth of knowledge, empathy, and innovative strategies to the table, challenging the traditional nor…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel Crosby
37:17
37:17
Play later
Play later
Lists
Like
Liked
37:17
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 70 - Finding Your Athlete Within: Heather Binns on Sustainable Fitness, Entrepreneurship, and Transforming Mindsets for Success
42:54
42:54
Play later
Play later
Lists
Like
Liked
42:54
Message us, here for you! In this enlightening episode of the NoBS Wealth Podcast, host Stoy Hall, CFP®, engages in a compelling conversation with Heather Binns, a renowned health and fitness strategist, athlete, coach, and bestselling author. Heather shares her journey from the corporate world to becoming a prominent figure in the health and fitne…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep. 69: Empowering Cancer Care and Advocacy: Rochelle Prosser's Journey and Innovations in Oncology
40:14
40:14
Play later
Play later
Lists
Like
Liked
40:14
Message us, here for you! Join us on the NoBS Wealth Podcast as we delve into an enlightening and moving conversation with Rochelle G Prosser RN, CLNC, a seasoned Neurotrauma ICU nurse and a passionate advocate for improved cancer care. With over 30 years of experience in the healthcare industry, Rochelle shares her deeply personal story involving …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 9 | Return Stacking Featuring Corey Hoffstein
47:23
47:23
Play later
Play later
Lists
Like
Liked
47:23
Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Preventing Trust Fund Monsters with Steve Lockshin
17:45
17:45
Play later
Play later
Lists
Like
Liked
17:45
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #12 - Resilience: Navigating Loss, Chaos and Modern Family Finances
12:45
12:45
Play later
Play later
Lists
Like
Liked
12:45
Message us, here for you! 🎄 "12 Days of Giving" Series - Day 12: The Impact of a Modern Family Office with Stoy Hall, CFP® 🎄 Merry Christmas Eve! In the final episode of our series, join me, Stoy Hall, as I share a deeply personal story of one of my clients. This episode highlights the journey of a family facing unexpected tragedy and financial cha…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #11 - From Affordability to Accessibility: Your Expat Retirement Journey
28:29
28:29
Play later
Play later
Lists
Like
Liked
28:29
Message us, here for you! 🌍 "12 Days of Giving" Series - Day 11: Embracing Expat Retirement with Tommy Sikes Welcome to Day 11, where we have the pleasure of hosting Tommy Sikes, exploring the exciting concept of expat retirement in Italy and France. In this episode, Tommy shares insights into how affordable housing and the cost-effective lifestyle…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #10 - From Zero to Six Figures
19:17
19:17
Play later
Play later
Lists
Like
Liked
19:17
Message us, here for you! 🌟 "12 Days of Giving" Series - Day 10: The Power of Financial Belief with Shehara Wooten 🌟 Welcome to Day 10 of our empowering series! Today, we're joined by Shehara Wooten, sharing the inspiring story of "Kelly", a recent graduate who embarked on a life-changing financial journey. From starting with nothing to building a …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Screening Questions for Prospective Clients with Meghaan Lurtz
21:08
21:08
Play later
Play later
Lists
Like
Liked
21:08
Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #9 - Debt to Wealth: A Millennial's Journey to Financial Freedom
18:52
18:52
Play later
Play later
Lists
Like
Liked
18:52
Message us, here for you! 🎉 "12 Days of Giving" Series - Day 9: Mastering Debt Management with Romy Pickron 🌟 Welcome to Day 9! In this episode, we're joined by the inspiring Romy Pickron, delving into the often daunting world of debt. Romy shares her personal experiences and professional insights, illustrating that overcoming debt is not just a dr…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #8 - Building a Legacy, Not Just a Business
26:52
26:52
Play later
Play later
Lists
Like
Liked
26:52
Message us, here for you! 🎄 "12 Days of Giving" Series - Day 8: Exploring Entrepreneurship in the Holiday Season with Misty Lynch 🌟 Welcome to Day 8 of our festive series! Today's episode features Misty Lynch, a profound voice in the world of small business and entrepreneurship. We dive into the emotional and financial rollercoaster that business o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #7 - Lessons from a Child-Of-Immigrants Power Couple
30:00
30:00
Play later
Play later
Lists
Like
Liked
30:00
Message us, here for you! Welcome to Day #7 of our 12 Days of Giving series! In this episode, we're joined by the incredible Lei Deng, CFA, CFP®. Together, we delve into a client story that sheds light on the emotional and behavioral aspects of financial planning. Lei specializes in assisting children of immigrants, small business owners, and indiv…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
14:28
14:28
Play later
Play later
Lists
Like
Liked
14:28
Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
15:52
15:52
Play later
Play later
Lists
Like
Liked
15:52
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.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #6 - How a Stroke Tested a Decade of Financial Planning
22:59
22:59
Play later
Play later
Lists
Like
Liked
22:59
Message us, here for you! 🌟 Day #6 of our 12 Days of Giving Series 🌟 In this episode, Larry Sprung, CFP® w/ @MitlinFinancial and Stoy Hall, CFP®, share the inspiring story of a family's 10-year financial journey. This family faced scattered assets, uncertain retirement goals, and unexpected health challenges. Discover how comprehensive financial pl…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #5 - How Loss Sparked a Quest for Financial Order
23:56
23:56
Play later
Play later
Lists
Like
Liked
23:56
Message us, here for you! 🌟✨ 12 Days of Giving: Day #5 with Karen Coyne ✨🌟 🎄 Excited to share Day #5 of our 12 Days of Giving series with the incredible Karen Coyne, CFP®. 🎁🔍 Karen's wisdom and insights are truly enlightening, especially when it comes to understanding your financial journey. In this episode, Stoy Hall and Karen dive into a client s…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #4 - From W-2 to Freedom: Unleashing the Power of a Sole Proprietorship
23:56
23:56
Play later
Play later
Lists
Like
Liked
23:56
Message us, here for you! 🎉 12 Days with Dom: Day #4 - Navigating Financial Transformation 🎉 Join Stoy Hall and Dominique Henderson in this impactful episode as they unravel a client's journey to financial empowerment. Discover the true essence of financial planning, extending beyond numbers to life-changing transformations. 🚀 Episode Highlights: T…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
15:11
15:11
Play later
Play later
Lists
Like
Liked
15:11
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.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Human First Discovery Meetings with Stoy Hall and Larry Sprung
11:16
11:16
Play later
Play later
Lists
Like
Liked
11:16
Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #3 - The Unspoken Wealth in Non-Working Spouses
25:31
25:31
Play later
Play later
Lists
Like
Liked
25:31
Message us, here for you! 🌟 Day #3: The Power of Affirmation in Family Finance 🌟 In this episode of the 12 Days of Giving series with Cody Garrett, we dive into the compelling story of Susan, a retiree navigating financial decisions as a non-working spouse. YouTube: Watch Episode Here! 🔍 Key Discussion Points: The unique challenges of non-working s…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #2 - A Couple's Journey to Financial Healing After Trauma
25:37
25:37
Play later
Play later
Lists
Like
Liked
25:37
Message us, here for you! Welcome to Day 2 of our special series, "12 Days of Giving"! In this episode, Stoy Hall, CFP® and Ashley Quamme explore the transformative power of seeking help proactively in relationships and finances. Dive into a couple's journey through unexpected changes, financial shifts, and rediscovery. Learn the importance of dedi…
…
continue reading
Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
From Psychology to Life Planning with George Kinder
26:07
26:07
Play later
Play later
Lists
Like
Liked
26:07
George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading
![Artwork](/static/images/128pixel.png)
1
12 Days of Giving: Day #1 - What is 12 Days of Giving?
9:22
9:22
Play later
Play later
Lists
Like
Liked
9:22
Message us, here for you! Welcome to Day 1 of the "12 Days of Giving" series! 🌟 In this special episode, @stoyhall and his boys, Lincoln and Croix, kick off the holiday season by sharing the purpose behind this unique series. It's not your typical giving back; it's about giving you insights and lessons through real and impactful client stories. Why…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Developing and Maintaining Client Trust and Commitment with Amy Mullen
8:04
8:04
Play later
Play later
Lists
Like
Liked
8:04
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.By Ross Marino, CFP®, CPFA, CeFT®
…
continue reading