Grumpy helps a reader choose the best hydrangea for their hometown. Plus, Grumpy’s gripe of the week. You can find us online at southernliving.com/askgrumpy Ask Grumpy Credits: Steve Bender aka The Grumpy Gardener - Host Nellah McGough - Co-Host Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Isaac Nunn - Recording Tech Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Serving Women with Cary Carbonaro
Manage episode 380970148 series 2946070
Content provided by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
74 episodes
ShareManage episode 380970148 series 2946070
Content provided by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Marino, CFP®, CPFA, CeFT®, Ross Marino, and CPFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
74 episodes
All episodes
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1 Preventing Trust Fund Monsters with Steve Lockshin 17:45
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Play Later Play Later Lists Like LikedSteve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
1 Screening Questions for Prospective Clients with Meghaan Lurtz 21:08
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Play Later Play Later Lists Like LikedMeghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.
1 Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall 14:28
14:28 Play Later Play Later Lists Like Liked14:28
Play Later Play Later Lists Like LikedLindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.
1 Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry 15:52
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Play Later Play Later Lists Like LikedDr. 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.
1 Creating a Practice on Purpose with Laura LaTourette and Chloe Moore 15:11
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Play Later Play Later Lists Like LikedChloe 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.
1 Human First Discovery Meetings with Stoy Hall and Larry Sprung 11:16
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Play Later Play Later Lists Like LikedStoy 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.
1 From Psychology to Life Planning with George Kinder 26:07
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Play Later Play Later Lists Like LikedGeorge Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.
1 Developing and Maintaining Client Trust and Commitment with Amy Mullen 8:04
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Play Later Play Later Lists Like LikedAmy 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.
1 Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta 19:14
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Play Later Play Later Lists Like LikedMary 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.
1 Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson 15:49
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Play Later Play Later Lists Like LikedRoss 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.
1 Understanding the Money Story with Ed Coambs 11:44
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Play Later Play Later Lists Like LikedEd Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.
Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.
1 The Rise in Gray Divorce with Andrew Hatherley 16:31
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Play Later Play Later Lists Like LikedAndrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.
Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.
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Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.
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1 The Continuum of Financial Advice with Saundra Davis 10:45
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Play Later Play Later Lists Like LikedSaundra 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.
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1 Microfinancial Planning with Phillipp Hecker 17:39
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Play Later Play Later Lists Like LikedPhillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.
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Sidney Divine joins Ross Marino sharing insights into a career as a life planner. #lifeplanning #financialplanning #shiftevent
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1 Connecting by Outcaring the Competition with Sheri Fitts 25:59
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Play Later Play Later Lists Like LikedSheri Fitts joins Ross to discuss why advisors need to embrace their human qualities to compete in the age of AI. Follow link for full information on the Sway conference: https://sherifitts.com/sway/
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1 Human First Sales Process with Nancy Bleeke 17:43
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Play Later Play Later Lists Like LikedNancy Bleeke joins Ross Marino to discuss the benefits of adding a human first approach to an advisors sales process. For full information on Nancy Bleeke and SalesPro Insider, follow the link: https://www.salesproinsider.com
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1 Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof Gleich 22:33
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Play Later Play Later Lists Like LikedDan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.
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Dr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.
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SHIFT with Ross Marino
1 Thinking Like a Financial Futurist with Brandy Baxter 15:26
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SHIFT with Ross Marino
1 Financial Therapy Meets Financial Planning with Ashley Quamme 11:58
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Play Later Play Later Lists Like LikedAshley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.
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Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.
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SHIFT with Ross Marino
1 Anchors, Ostriches, and a Hot Pair of Scissors 12:42
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Play Later Play Later Lists Like LikedMary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.
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1 The Why Behind Scaling a Practice with Meghaan Lurtz 20:40
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Play Later Play Later Lists Like LikedMeghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.
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1 The Art of Being Curious with Kristy Archuleta 15:25
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Play Later Play Later Lists Like LikedRoss Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.
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1 Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez 10:21
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Play Later Play Later Lists Like LikedRoss 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.
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