Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".

Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.

Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.

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.

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.

Stoy 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.

George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.

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.

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.

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

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.

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

Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.

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

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

Phillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.

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.

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

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/