It’s vital not to lose sight of the importance of human interaction and personalized guidance in the financial industry. Human-first financial guidance emphasizes the significance of building relationships, understanding individual needs and tailoring solutions accordingly. Financial advisors who prioritize the human aspect of their profession can provide empathetic support, establish trust and offer a more holistic approach to their clients’ financial well-being.
In this episode, Lara is joined by Ross Marino, CFP®, CeFT®, an esteemed financial advisor with over 30 years of experience. As an author, social entrepreneur and founder of Transitus Wealth Partners, Ross brings a wealth of knowledge to the discussion. Together, they explore the concept of being “Virtual First” and its potential as a powerful tactic for financial advisors.
Ross explains how going virtual can expand one’s client base, enhance productivity and improve efficiency. The barrier to connecting with clients is remarkably low in the virtual realm, making it an accessible and effective strategy for advisors seeking to strengthen their practice.
In this episode, you’ll learn:
- Strategies for gaining and retaining clients virtually
- How to screen clients via Zoom for increased efficiency
- Why and how the virtual environment can strenghten client relationships
- The differences between traditional financial planning and transitionist planning
- And more!
Connect with Lara Galloway:
Connect with Ross Marino:
Resources
- Shaping Change: How to Respond When Life Disrupts Your Retirement Plan
- Sudden Money: Managing a Financial Windfall
- Financial Transitionist® Institute
Host University 2023:
About our Guest:
Ross Marino has been a financial advisor for 30+ years, and he fell in love with investments in the 9th grade when he received a copy of Money Magazine as a birthday gift. He’s an author, social entrepreneur and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance.
Ross also founded Advisor2x (A2X), a professional development company for financial advisors. A2X hosts the SHIFT Conference for financial planners who value the psychology of financial planning and the Wealth@Wor(k) conference for 401(k) advisors. He also hosts over 50 podcasts and YouTube shows each year and recently published his first book with co-author Susan Bradley — Shaping Change: How to Respond When Life Disrupts Your Retirement Plans.
Ross has been married for over 30 years, has two wonderful children and shares his home with multiple pets that live to be served by humans.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Death, Sex & Money
Anna Sale explores the big questions and hard choices that are often left out of polite conversation.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.