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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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.
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.