Best Ross Marino Podcasts (2024)

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21. What Do You Really Mean When You Say You Want To Grow? 37:36

5d ago37:36

37:36

In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the current business model? Are they talking about changing their business model? Or do they really just mean that…

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20. What Does Being An ‘Early Stage Start-Up’ Even Mean? 45:15

5d ago45:15

45:15

Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal stories, they explore the unique challenges and opportunities startups face, from vision and growth strategies t…

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

1M 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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12. Tina Tang and Corei Flowers on the Predatory Debt System 33:50

25d 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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18. You Can’t Be 80% Right: The Effects Of Misdiagnosing Business Problems 35:12

2M 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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17. Beyond The Tech: Delivering More Than Just Your Product with Torie Happe 35:33

2M 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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16. Do Your Customers Think You’re Worth Your Fee? 38:08

3M 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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15. Implementing Human-First Advice with Ross Marino 25:22

3M 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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14. A New View on the Advisor Support Model with Avise 46:47

4M 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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13. Connecting with a New Generation with Dr. Preston Cherry 35:08

4M 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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12. Human-Centric Advice with Brian Portnoy 37:13

5M 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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11. Embracing Technology to Scale Your Business with Anthony Stich 51:02

5M 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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10. Niching Down to Scale Up: How To Find Your Right Niche with Guillaume Decalf 48:06

6M 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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9. Culture over Quantity: Building a System of Sustainable Growth with Michael Batnick 46:10

6M 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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8. Bridging the Gap: Addressing the Generational Divide in Financial Advisory with Jamie Hopkins 52:05

6M 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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11. Tucker Bryant on Creating Content with Heart 44:26

7M 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

7M 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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10. Bob DePasquale on the Power of Purpose in Shaping Success 33:47

7M 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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6. Picking the Right Tech Stack to Grow your Business 44:20

7M 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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9. Ross Marino on Championing Human-First Financial Guidance 27:34

8M 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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5. Unveiling the Full Spectrum of Financial Planning with Michael Conway 44:20

8M 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

8M 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

8M 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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2. Beyond the Balance Sheet: The Art of Building Trust in Financial Planning 36:44

8M ago36:44

36:44

On today’s episode of From the Ground Up, Zach Conway and Kelsey McKenna peel back the layers of history to reveal why performance numbers have taken center stage and how advisors can spotlight their true strengths instead. Listen as we shift the focus back to the art of holistic financial planning. This isn't just about portfolios; it's about craf…

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1. From the Ground Up: Disrupting the Financial Advisory World with Seeds 23:46

8M ago23:46

23:46

On this first episode of From the Ground Up, Zach Conway and Kelsey McKenna dive into the transformation sweeping through investment advising. We're not just talking numbers and charts here – we're diving into the human stories behind the portfolios, the values driving investment choices, and why a sleek, digital experience matters for financial ad…

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8. Shannon Rosic on Swift Lifts Elevating Brands 26:28

8M ago26:28

26:28

This week, I sat down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to chat through how a 'Swift Lift' can propel business to new heights. But, is a celebrity endorsement enough to make a business successful? Today, we'll chat about the importance of making content, even when no one is looking, and how having a solid b…

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Preventing Trust Fund Monsters with Steve Lockshin 17:45

8M ago17:45

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®

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Screening Questions for Prospective Clients with Meghaan Lurtz 21:08

9M ago21:08

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®

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Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall 14:28

9M ago14:28

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®

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Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry 15:52

9M ago15:52

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®

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Creating a Practice on Purpose with Laura LaTourette and Chloe Moore 15:11

9M ago15:11

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®

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Human First Discovery Meetings with Stoy Hall and Larry Sprung 11:16

9M ago11:16

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®

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Shifting the Mindset in Retirement with Ashley Quamme 11:06

9M ago11:06

11:06

Ashley Quamme and Ross Marino discuss how retirement effects a person's spending habits and how to shift their mindset to overcome their personal roadblocks.By Ross Marino

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New Skool Marketing with Candice Carlton 19:32

9M ago19:32

19:32

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®

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From Psychology to Life Planning with George Kinder 26:07

9M ago26:07

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®

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Discussing Estate Planning with Adult Children with Ashley Quamme 14:44

9M ago14:44

14:44

Ashley Quamme joins Ross Marino with tips on how to approach discussing your final estate plans with your adult children.By Bryant Lester

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Helping Couples Communicate Retirement Hopes with Ashley Quamme 14:50

9M ago14:50

14:50

Ashley Quamme joins Ross Marino discussing couples thinking through and discussing their retirement vision with their partner.By Bryant Lester

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Developing and Maintaining Client Trust and Commitment with Amy Mullen 8:04

9M ago8:04

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®

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Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta 19:14

9M ago19:14

19:14

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.By Ross Marino, CFP®, CPFA, CeFT®

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Understanding the Money Story with Ed Coambs 11:44

10M ago11:44

11:44

Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.By Ross Marino, CFP®, CPFA, CeFT®

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Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson 15:49

10M ago15:49

15:49

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.By Ross Marino, CFP®, CPFA, CeFT®

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The Rise in Gray Divorce with Andrew Hatherley 16:31

10M ago16:31

16:31

Andrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.By Ross Marino, CFP®, CPFA, CeFT®

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Serving Women with Cary Carbonaro 11:34

10M ago11:34

11:34

Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.By Ross Marino, CFP®, CPFA, CeFT®

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Rock & Roll Meets Financial Services 22:13

11M ago22:13

22:13

Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.By Ross Marino, CFP®, CPFA, CeFT®

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Humans vs. Retirement 20:51

11M ago20:51

20:51

Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.By Ross Marino, CFP®, CPFA, CeFT®

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7. Dr. Preston Cherry on Solo Podcasting and the Fiduciary Role in Finance 33:54

11M ago33:54

33:54

Have you ever considered what it takes to run a solo podcast? Well today we sit down with Dr. Preston Cherry, a financial therapist, money coach, and certified financial planner at Concurrent Financial Planning to chat about just that. Together, we discussed the unique challenges and rewards of solo podcasting, shedding light on how to genuinely en…

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6. Phil Weber's Hardwood, Hardcover and High-Tech Journey 1:02:15

11M ago1:02:15

1:02:15

Join us as we sit down with NBA coach Phil Weber, and walk through his riveting journey from the basketball court to the tech world. What would it feel like to peer into the minds of Kobe Bryant and Shaquille O'Neal, or to motivate an entire team to achieve greatness? Discover the secrets of managing diverse personalities and inspiring peak perform…

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5. Mildred Talabi on Business Success through Authentic Personal Branding 43:11

11M ago43:11

43:11

Ever found yourself asking, "How do I stand out in the ever-competitive business world?" Well, prepare for an illuminating journey with LinkedIn personal branding expert, Mildred Talabi. We dive into the essence of personal brand authenticity and explore how to win hearts by merely being ourselves in the world of entrepreneurship. Finding that fine…

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Microfinancial Planning with Phillipp Hecker 17:39

12M ago17:39

17:39

Phillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.By Ross Marino, CFP®, CPFA, CeFT®

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The Continuum of Financial Advice with Saundra Davis 10:45

12M ago10:45

10:45

Saundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it.By Ross Marino, CFP®, CPFA, CeFT®

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