Building Trust through Emotional Engagement in Financial Planning

In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X, as they delve into the concept of human-first financial guidance and the art of connecting deeply with clients. Discover how Ross's unique methodology, which involves a series of insightful questions, helps to uncover clients' true financial and personal aspirations. Learn about Ross's journey and personal experiences that shaped his approach to financial planning, emphasizing a shift from traditional financial planning to understanding the human behind the numbers. Listen as they discuss the unpredictability of life's journey, noting how clients' situations and desires can drastically evolve over the years, underscoring the importance of adapting financial plans to life's ever-changing circumstances. Do you want to know a simple four-question process to help clients open up about their thoughts and feelings? Are you interested in learning how to conduct a human-first financial guidance meeting with current clients? Find out the answers to these questions and more with Ross Marino!