Ross Marino
CEO and founder of Transitus Wealth Partners and Advisor2X, known for his unique methodology that involves a series of insightful questions to uncover clients' true financial and personal aspirations.
Best podcasts with Ross Marino
Ranked by the Snipd community
Jan 25, 2024 • 47min
Shifting the Conversation with Human First Financial Guidance
Explore the concept of human-first financial guidance with Ross Marino, discussing the importance of understanding clients' aspirations. Learn about a four-question process to help clients open up and the shift from traditional planning to a more personal approach. Discover strategies for deepening client relationships and the significance of including significant others in financial discussions.
