The Continuum Of Financial Advice With Saundra Davis SHIFT With Ross Marino podcast

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1
Close Encounters with UFO Hot Spots: Area 51, Roswell, and the Great ET Road Trip 39:50

11 days ago39:50

39:50

The truth is out West! We’re hopping on the ET Highway and venturing to the most notorious alien hot spots, including Roswell’s infamous crash site, Area 51’s eerie perimeter, and a mysterious desert watchtower. Join us as journalist Laura Krantz, host of the podcast Wild Thing , beams up to share stories from the front lines of UFO reporting—from strange sightings and quirky festivals to a mailbox where people leave letters to extraterrestrials. Maybe you’ll even decide for yourself: Is Earth a tourist stop for spaceships? UFO hot spots you’ll encounter in this episode: - UFO Watchtower (near Great Sand Dunes National Park, Colorado) - Roswell, New Mexico - Area 51, Nevada - Extraterrestrial Highway (aka State Route 375), Nevada - Little A’Le’Inn, ET Highway, Nevada - E.T. Fresh Jerky, ET Highway, Nevada - Alien Research Center, ET Highway, Nevada - The Black Mailbox, ET Highway, Nevada Via Podcast is a production of AAA Mountain West Group .…

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The Continuum of Financial Advice with Saundra Davis

2 years ago 10:45

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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.

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.

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74 episodes

#Trading #Business #Ross Marino, CFP®, CPFA, CeFT® #CPFA #Ross Marino

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The Continuum of Financial Advice with Saundra Davis

SHIFT with Ross Marino

published 2 years ago

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MP3•Episode home

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.

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.

… continue reading

74 episodes

#Trading #Business #Ross Marino, CFP®, CPFA, CeFT® #CPFA #Ross Marino

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1
Preventing Trust Fund Monsters with Steve Lockshin 17:45

1 year ago17:45

17:45

Steve 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

1 year 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.

1
Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall 14:28

1 year 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.

1
Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry 15:52

1 year 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.

1
Creating a Practice on Purpose with Laura LaTourette and Chloe Moore 15:11

1 year 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.

1
Human First Discovery Meetings with Stoy Hall and Larry Sprung 11:16

1 year 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.

1
New Skool Marketing with Candice Carlton 19:32

1 year ago19:32

19:32

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

1 year 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.

1
Developing and Maintaining Client Trust and Commitment with Amy Mullen 8:04

1 year 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.

1
Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta 19:14

1 year 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.

1
Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson 15:49

2 years 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.

1
Understanding the Money Story with Ed Coambs 11:44

2 years 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.

1
Serving Women with Cary Carbonaro 11:34

2 years ago11:34

11:34

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

2 years ago16:31

16:31

Andrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.

1
Humans vs. Retirement 20:51

2 years 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.

1
Rock & Roll Meets Financial Services 22:13

2 years ago22:13

22:13

Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.

1
The Continuum of Financial Advice with Saundra Davis 10:45

2 years 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.

1
Microfinancial Planning with Phillipp Hecker 17:39

2 years 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.

1
Life Planning is for Me with Sidney Divine 19:06

2 years ago19:06

19:06

Sidney Divine joins Ross Marino sharing insights into a career as a life planner. #lifeplanning #financialplanning #shiftevent

1
Connecting by Outcaring the Competition with Sheri Fitts 25:59

2 years ago25:59

25:59

Sheri 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/

1
Human First Sales Process with Nancy Bleeke 17:43

2 years ago17:43

17:43

Nancy 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

1
Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof Gleich 22:33

2 years ago22:33

22:33

Dan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.

1
Life, Money, Balance 13:54

2 years ago13:54

13:54

Dr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.

1
Thinking Like a Financial Futurist with Brandy Baxter 15:26

2 years ago15:26

15:26

1
Financial Therapy Meets Financial Planning with Ashley Quamme 11:58

2 years ago11:58

11:58

Ashley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.

1
Human-First Marketing with Robert Sofia 10:10

2 years ago10:10

10:10

Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.

1
Anchors, Ostriches, and a Hot Pair of Scissors 12:42

2 years ago12:42

12:42

Mary Bell Carlson joins Ross to discuss her new book and the suprises of behavioral finance.

1
The Why Behind Scaling a Practice with Meghaan Lurtz 20:40

2 years ago20:40

20:40

Meghaan Lurtz joins Ross Marino to discuss how advisors use their time with clients vs. hiring more people.

1
The Art of Being Curious with Kristy Archuleta 15:25

2 years ago15:25

15:25

Ross Marino and Kristy Archuleta discuss the skills planners need to connect with their clients.

1
Integrating Coaching into Financial Planning with Danika Waddell & Diana Yanez 10:21

2 years ago10:21

10:21

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.

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