With Ross Marino CFP® CeFT® | Partner Transitus Wealth | Founder of Advisor 2X

Summary:

In this episode, we delve into the world of financial change and its impact on our lives. Join us as we explore the expertise of Ross Marino, a seasoned financial advisor and advocate of Human First Financial Guidance. Ross shares his valuable insights on navigating through financial transitions, embracing change, and recognizing the importance of prioritizing our human experiences over mere financial equations. Discover how Ross's unique approach can help you gain a deeper understanding of yourself, cultivate resilience, and make informed decisions in the face of financial challenges. Get ready to embrace change and embark on a journey towards a human-centred approach to financial well-being.

BIO

Ross Marino, a financial advisor for over 30 years, is a passionate advocate of Human First Financial Guidance. With a diverse background as an author, social entrepreneur, and founder of Transitus Wealth Partners, Ross specializes in providing human-centred financial planning services. Through his extensive experience and dedication to helping individuals navigate through financial transitions, Ross has become a prominent figure in the field of financial advisory.

Highlights:

Gain valuable insights on embracing financial change and recognizing the aspects within your control.

Discover the power of Human First Financial Guidance and how it can transform your approach to financial decision-making.

Learn how to cultivate resilience and navigate through the messiness of financial transitions.

Explore the significance of recognizing your emotions and core values when it comes to money matters.

Uncover practical strategies for making informed financial decisions and shaping a brighter future.

Quotes

"Life is going to disrupt one way or another. I want to make sure I'm there to help you think and make decisions." - Ross Marino

"You go from advice to guidance, where you're helping that person go where they're going to be most comfortable going." - Ross Marino

"I don’t manifest in my life. But I have agency." - Ross Marino

"We have an industry that's almost a hundred percent focused on some goal when almost a hundred percent of people don't actually use goals." - Ross Marino

"The aim is to help people worry less about what could go wrong so that they can focus more on what to get right." - Ross Marino

LINKS MENTIONED:

Advisor2X Youtube: CLICK HERE

SHIFT Conference: CLICK HERE

Transitus Wealth Partners CLICK HERE

Project 100 Financial Anthems: CLICK HERE

An article inspired by episode #142 with Ross Marino:

Written by Shaun Maslyk

Ross Marino's Four Questions of Human First Perspective

In the world of financial planning, it's essential to approach clients with empathy and understanding. Ross Marino, a renowned expert in the field, has developed four thought-provoking questions that delve into the human side of financial decision-making. By embracing these questions, financial professionals can create a safe space for clients to open up, leading to more meaningful conversations and better outcomes. Let's explore Marino's four questions and their significance.

Question 1: What's going on?

When clients seek a financial planner's guidance, something's always happening in their lives. It could be a significant life event, a crucial decision they're facing, or an impending situation. Marino advises asking this question to initiate the conversation. However, it's important to note that the initial response may not reveal the core situation but rather a technical query or a surface-level concern. To unearth the true underlying factors, we must dig deeper.

Question 2: How did you get here?

This question serves as a gateway to the client's backstory. By encouraging them to share their journey, financial planners create an opportunity for clients to reflect and expre...