The Wealth@Work Show
Expert conversations to help you grow your advisory practice.
Financial advisors want to build a scalable practice, but aren’t always sure what to do next.
Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstorm”—the art of relentlessly asking questions until you are confident that your answers are meaningful and impactful to the growth of your practice.
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The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
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.