Your emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be.
In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called “Shaping Change”. Ross and Brad also discuss how to manage your client relationships when your clients are in the midst of a life transition.
What led him to write the book called “Shaping Change”
How to address uncertainty in someone’s life and get them back into financial planning
The four stages of transition––and how he walks clients or prospects through each stage
Ross Marino:Do you remember any gifts from your 15th birthday? Ross Marino does. Ross received a copy of Money magazine, and it shaped his life. A subscription to Psychology Today soon followed. From an early age, he was fascinated with how people think and what they do with money. Ross grew up outside of Cleveland, OH, then headed to Stetson University in Florida, where he wrestled. His career as a financial advisor began in 1988, and he has been helping people ever since.
Are you on the fence about starting your own podcast?
In this episode, Brad Swineheart speaks with Matt Halloran, partner and chief relationship officer at ProudMouth and host of Be Your Own Loud, and the Top Advisor Marketing Podcast. Matt shares his expertise in podcasting including what it means to have a successful podcast, and why you should jump at the opportunity to start your own podcast.
The importance of podcasting for advisors
Why it’s important to understand the perfect podcast formula
How to develop a relationship with your audience using your podcast
Matt started in the financial services industry as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.