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Shaping Change Show

Life Happens. Plans Change.

When life throws your clients unexpected challenges, you can be there to help them manage that change.

Ross Marino, CFP®, CPFA, CeFT®, host of Shaping Change, and his guests, want to help financial advisors better serve their clients when life takes those unexpected turns.

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Be a Guest on the show

Ross Marino Speaking Inquiry

Shaping Change Book

Interview with Kristi Baker
Listen on Apple Podcasts
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Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher
Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher
Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher
Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher
Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher
Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher
Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher
Interview with Kristi Baker
Listen on Apple Podcasts
Listen on Google Play
Listen on Spotify
Listen on YouTube
Listen on Stitcher

About Your Host, Ross Marino CFP®

Ross’ fascination with business and investments started in the 9th grade, when he received a copy of Money Magazine as a birthday gift. That fascination led to his career as a financial planner. He founded Transitus Wealth Partners, which has helped individuals, families, and business owners make decisions through life transitions for over 30 years.

In 2010, Ross founded Advisor2X™ to help other advisors grow their individual & family financial planning and employer plan practices. Advisor2X™ has hosted over 1,000 events in 40 cities for over 30,000 advisors.

Ross has been married for 28 years to Jocelyne, a retired photographer, and has two wonderful daughters, Mia and Sophia.

Ross Marino Portrait
Shaping Change book cover

Shaping Change:

How To Respond When Life Disrupts Your Retirement Plan

by Ross Marino & Susan Bradley

Uniting the human and the financial!

There’s no such thing as a purely financial decision; the human element must also be considered. Financial visionaries Ross Marino and Susan Bradley unravel the retirement planning puzzle in a unique voice that empowers readers with the necessary skills to emerge as happier, more secure individuals. Shaping Change employs an easy-to-understand approach to help navigate life transitions. You’ll learn to:

  • Become more comfortable, productive, and successful with your financial planning.
  • Future-proof your financial future with consumable, relatable content.
  • Implement training platform groundwork, which can turn financial advisors into financial transitionists.