Do Business. Do Life. — The Financial Advisor Podcast — DBDL

056: Triad Member - Overcoming Addiction & Learning to Let Go of Control with Russ Ross

Mar 20, 2024

53:35

Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services.

Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Michele, Russ also focuses on helping educators in the 403(b) space.

In today’s episode, Russ and I get real. As advisors and entrepreneurs in a high-stress industry, we know the temptation of unhealthy coping mechanisms. Russ takes us through the struggles he’s witnessed and lived — and advice for anyone who needs to overcome their own challenges.

You’ll also hear insights on running a practice with your spouse, how to improve client relationships and inspire referrals, and how to make sure your work doesn’t swallow your personal life.

3 of the biggest insights from Russ Ross …

From addiction to alcoholism, unhealthy coping mechanisms are a harsh reality in our industry. Hear how Russ worked through his struggles and found healthy outlets for stress management.

Russ and his wife Michele are one of many husband-and-wife teams in financial services. Listen as he shares his advice on how to run a business together while staying happily married.

Put the phone down and be present. Get strategies for drawing clear lines between work and life so you can be available for your family.

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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