Ross Marino on Championing Human-First Financial Guidance
This week, Ross Marino joins us to share how he believes financial guidance can and should pivot to a people-first mindset. Ross shares his insights on nurturing trust with clients, becoming not just advisors but financial therapists who provide support when stability seems fleeting.
As the CEO and Founder of Advisor2X, Ross also shares with us how this mission of creating human first financial guidance helped form the SHIFT conference. This event isn't just about filling seats; it's about crafting a tribe that resonates with your mission, effortlessly drawing in a crowd of professionals…
The skinny
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