أفضل بودكاسات Wealth Work (2024)

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Real Estate Contractors are SCAMMERS! Choose your team wisely! 41:43

5M ago41:43

41:43

Join us for Episode 3 of RealTea! This week, we’re spilling the tea on the highs and lows of making new friends in new cities as transplants. Plus, get the FULL RUNDOWN on how Serenity was SCAMMED out of over $70,000. We’ll also dive into building work relationships wisely. Our special guest, the stunning mortgage broker Venane Brune from The Loan …

1
Did I Get Too Personal With My Business Partner? 33:15

6M ago33:15

33:15

This week on RealTea, we delve into the multifaceted nature of vulnerability across personal, romantic, and professional relationships. Is embracing vulnerability a sign of weakness, or does it offer a deeper strength? We'll explore how to maintain compassion for others without invalidating our own emotions. Additionally, we discuss entering the te…

1
Be like Boosie! This time... 29:18

6M ago29:18

29:18

Tune in to the premiere of RealTea podcast where we dive into Imposter Syndrome, Workplace DEI, and building generational wealth over a soothing cuppa HaHa Hemp Tea. We spill tea on EBIN hair supply's viral TikTok scandal and applaud Boosie Badass's venture with townhomes on his 80+ acres of land for his children. Serenity shares actionable tips fo…

1
Motivational Interviewing Techniques with Kelly Majdan 10:17

1y ago10:17

10:17

Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.بقلم Ross Marino

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Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen 13:14

1y ago13:14

13:14

Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.بقلم Ross Marino

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AI and ChatGPT in Financial Services with Petros Koumantaros 12:00

1y ago12:00

12:00

Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.بقلم Ross Marino

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Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson 15:39

1y ago15:39

15:39

Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.بقلم Ross Marino

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Put the Big "F" in a Box with Jamie Greenleaf and Jed Cohen 15:57

1+ y ago15:57

15:57

Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry.بقلم Ross Marino

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The Office is Dead. Now What? with Maryanne Spatola 16:47

1+ y ago16:47

16:47

Maryanne Spatola joins Ross Marino to share info on how the office, and the ways we work, are changing in today's workplace. #humanfirst #humanresources #workplaceبقلم Ross Marino

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Season 1 Episode 5 | Mpumi Maesela On Trusts & Spending Habits That Generate Passive Income 21:50

1+ y ago21:50

21:50

When it comes to wealth, thinking big and starting small may seem like an odd approach. How does one start their wealth journey with just a few hundred Rands to spare? What kind of generational wealth preservation strategies need to be in place? In this episode, we discuss Trusts and spending habits that generate passive income and cut costs. ABOUT…

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DOUBLE EPISODE: Jeff Acheson, Alex Assaley & Brett Shofner talk Wealth@wor(k) 2022 22:27

2y ago22:27

22:27

Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live Part 1 Ross Marino talks with Jeff Acheson of Independent Financial Partners about his upcoming session at Wealth@wor(k) 2022 that revolves around changing the focus of financial planning to a human first approach. Part 2 Ross Marino talks with Alex Assaley & Brett Sh…

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DOUBLE EPISODE: Talking Wealth@wor(k) with Devyn Duex, Tina Shackman, Holly Knight & Faith Teope 17:46

2y ago17:46

17:46

Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live Part 1 Ross Marino talks with Devyn Duex & Tina Shackman about their upcoming session at Wealth@wor(k) 2022. “Getting Back to Basics” is all about figuring out basic necessities in order to develop a successful retirement plan. Part 2 Ross Marino talks with Holly Knig…

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DOUBLE EPISODE: John Sullivan & Jamie Greenleaf Talk Wealth@wor(k) 12:31

2y ago12:31

12:31

Register for Wealth@wor(k) today by visiting wealthatwork.live On this episode of Wealth@wor(k)... Part 1: Ross Marino talks with John Sullivan, Editor-in-chief of 401(k) Specialist Magazine, a publication/website dedicated to helping retirement plan advisors ensure a secure retirement for hard-working Americans. 401(k) Specialist is the official m…

1
Interview with Tom Brinker: Advising Through the Lens of Special Needs 28:52

3y ago28:52

28:52

On this episode of Wealth@Work, Ross Marino talks with Tom Brinker, Director of The American College Center for Special Needs, about advising clients with a focus on special needs. They discuss the impact of understanding each client's individual story and situation, and the familial, legal, and financial considerations of advising under special ci…

1
Interview with Stevyn Guinnip: Health & Wellness for Financial Advisors 22:15

3y ago22:15

22:15

On this episode of Wealth@Work (formerly OUTCOMES) Ross Marino talks with Stevyn Guinnip, Founder & CEO of Grow Wellthy, where she works with financial advisors in navigating their health & wellness as if it were a retirement portfolio or asset. Learn more about Grow Wellthy Connect with Stevyn Guinnip on LinkedIn Connect with Grow Wellthy: LinkedI…

1
Interview with Bill Cates: Matching Your Practice with the Right Clients 35:34

3y ago35:34

35:34

On this episode of Outcomes, Ross Marino talks with Bill Cates, Relationship & Referral Marketing Expert, Host of “Top Advisor Podcast”. They discuss points from the many books Bill Cates has authored including finding your ‘right fit’ clients, using aspects of neuroscience & cognitive fluency to improve client relationships, and the future of leve…

1
Interview with Michael Kane: Digital Marketing Strategies for Success 28:04

3y ago28:04

28:04

On this episode of Outcomes, Ross Marino talks with Michael Kane, Managing Director of Plan Sponsor Consultants and President Emeritus with The National Retirement Advisor Council, about his successful implementation of digital marketing in retirement advising. Plan Sponsor Consultants Website Plan Sponsor Consultants on LinkedIn Michael Kane on Li…

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Interview with Ed Chairvolotti: Client Care & Optimization Through Outsourcing 23:31

3y ago23:31

23:31

On this episode of Outcomes, Ross Marino and Ed Chairvolotti, CEO of Chairvolotti Financial and 401karat, talk best practices for maintaining client relationships, concerns about consumer trading technology and the importance of financial literacy. Follow 401karat on Social: LinkedIn Facebook Follow Chairvolotti Financial on Social: LinkedIn Facebo…

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Interview with Derek Fiorenza: Retiring with Dignity & Fiorenza's Food For Friends 22:33

3y ago22:33

22:33

On this episode of Outcomes, Ross Marino talks with Derek Fiorenza, Co-Founder, COO & CCO at Summit Group Retirement Planners, about how to retire debt free and with dignity, the qualities that make for great leadership, and Derek’s food bank project “Fiorenza’s Food For Friends.” Learn more about Fiorenza's Food For Friends Learn more about Summit…

1
Interview with Matt Wolniewicz: The Challenges & Opportunities With Guaranteed Income 23:41

3y ago23:41

23:41

In this episode of Outcomes, Ross talks with Matt Wolniewicz, President of Income America. They discuss the inner workings of Income America regarding topics such as guaranteed income accounts, how they benefit participants, challenges within the advising community, and the future of retirement saving with Income America. Learn more about Income Am…

1
Interview with Mike Webb: Content Driven Client Focus 25:41

3y ago25:41

25:41

On this episode of Outcomes, Ross talks with Mike Webb, Senior Financial Advisor with CapTrust, formerly with Cammack Retirement Group. They discuss Mike’s long, storied career that has landed him in a position as a thought leader and content driver in the advising field. Mike discusses choosing the importance of meeting participant needs and the p…

1
How the Pandemic is Disproportionately Impacting Women 31:23

3y ago31:23

31:23

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: The issues women have been facing over the past 18 months Examples of how women have been disproportionately impacted during the pandemic Where women started in the labor force compared to where we are today The impact of the 19th amendment on women in the workforce The long-term impact of the gender wage…

1
Interview with John Clark: New Methods of Retirement Planning 28:13

3y ago28:13

28:13

In this episode of Outcomes, Ross talks with John Clark, Retirement Plan Advisor with the Heffernan Group in the Bay Area. They discuss the new state run plans and mandates on the West Coast and what effect they will have on company and individual retirement planning. They also discuss moving forward as a business post-pandemic, and the growing “FI…

1
Interview with Charlie Epstein: Catching Life's Curveballs 43:03

3y ago43:03

43:03

In this episode of OUTCOMES, Ross talks with Charlie Epstein, owner of The 401k Coach Program and principal of Epstein Financial Services, LLC. They discuss: -How to address the ‘curveballs’ life throws at you, make the best of every situation, and live your best life with the right outlook, support, and financial planning -Ross’s journey in the 40…

1
Interview with Erin Hall: Retirement Strategies 21:40

3+ y ago21:40

21:40

On this episode of OUTCOMES, Ross Marino hosts Erin Hall, Managing Director at Strategic Retirement Partners. They discuss the transition from in-person to digital client meetings and how Erin handles work/life balance. They also discuss the importance of cybersecurity as a fiduciary duty, the book Erin is currently working on that aims to help und…

1
Interview with David Wood: Double Your Business by Doing Less 26:45

3+ y ago26:45

26:45

In this episode of OUTCOMES, Ross Marino talks with David Wood, High Performance Coach and Founder of Focus.ceo. David, once a consulting actuary with Fortune 100 companies, transitioned to coaching 20 years ago. Ross and David discuss the psychology of modern day distractions and how to succeed despite them, how to double your revenue while simult…

1
Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm 29:46

3+ y ago29:46

29:46

In this episode of OUTCOMES, Ross Marino talks with Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners, a Marsh & McLennon Agency LLC company. Kathleen discusses the challenges and benefits of selling her practice to partner with Marsh & McLennon, how she chose the right place for her team to go, and what she learned from the…

1
Interview with Fred Barstein - Transition & Innovation 31:46

3+ y ago31:46

31:46

In this episode of OUTCOMES, Ross Marino talks with Fred Barstein, CEO & Founder of TRAU and TPSU, and Consulting Editor for Investment News and RPA Convergence. In this episode: Retirement plan convergence & the transition from accumulation to decumulation Defined Contribution (DC) vs Defined Benefit (DB)--what is the plan balance and how will tha…

1
Interview with Kristi Baker: Blending Technology & Human Connection 20:15

3+ y ago20:15

20:15

In this episode of OUTCOMES, Ross Marino talks with CSi Advisory Services Managing Partner Kristi Baker. In this episode: -The early days of the 401(k) world. -What does CSi Advisory Services do for their clients? -Why is it important to really connect with your clients? -What advice would Kristi Baker give a new advisor entering the 401(k) world t…

1
Interview with Mario Giganti: Personal Growth & Your Financial Future 28:55

3+ y ago28:55

28:55

In this episode of OUTCOMES, Ross Marino talks with Mario Giganti, Senior VP at CAPTRUST. In this episode: - How did Mario Giganti successfully change a standing fiduciary business model to better serve his clients. - What are the benefits of a personal CFO and what makes them “personal wealth ninjas”? - Should you focus more on wealth, 401(k)s, or…

1
Interview with Sam Mitchell: Health, Wealth and a Positive Impact 37:22

3+ y ago37:22

37:22

In this episode of OUTCOMES, Ross talks with Sam Mitchell, President and CEO of Sentinel Benefits and Financial Group. First, hear the inside scoop on what it’s like to be part of the Steering Committee building the 2021 agenda for Wealth@wor(k) 2021 in Nashville. Then hear Sam’s insights on his own practice and where the industry is headed. What h…

1
Interview with Todd Timmerman: Obstacles & Opportunities For Advisors Today 28:36

3+ y ago28:36

28:36

In this episode of OUTCOMES, Ross talks with Todd Timmerman, Managing Director of Retirement Plan Analytics. What do small and large plans share when it comes to advisors needing to ensure they do things right? How can advisors effectively deliver to a plan, regardless of size? What is the main obstacle advisors face regarding Pooled plans? With fe…

1
Interview with Deirdre Van Nest: How To Become A Crazy Good Speaker™ 33:16

3+ y ago33:16

33:16

Deidre Van Nest is a well-known international keynote speaker on the art of presenting to any size audience. Her firm, Crazy Good Talks™, coaches advisors, leaders and sales teams. Whether you are a “talented but not trained” speaker, or someone who lacks confidence speaking in front of a group, this episode will provide you with practical strategi…

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Interview with Brad Swineheart: Keeping Client Connections Alive 29:19

3+ y ago29:19

29:19

In this episode of OUTCOMES, Ross talks with Brad Swineheart, Senior Vice President of Business Development at White Glove. Hear how a company that is built on live events not only survived but thrived over the last year. What three types of approaches to virtual client meetings did White Glove see advisors taking during 2020? Where does Brad see c…

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Interview with Brandon Cutler: Financial Wellness Solutions 20:11

3+ y ago20:11

20:11

Brandon Cutler is a mentor with Financial Elements, a financial wellness solution launched in 2018. Why does Financial Elements call the advisors who work with individuals in 401(k) plans “mentors”? What has surprised Brandon while working with plan participants? As someone on the ground working directly with employees, what does Brandon think the …

1
Interview with Josh Itzoe 32:28

3+ y ago32:28

32:28

Join Ross as he talks to Josh Itzoe, Founder & CEO of FiduciaryWor(k)s, an "idea factory" focused on developing insights, research, technology, fiduciary consulting, and practice management coaching to assist retirement plan advisors in the areas of fiduciary responsibility and workplace retirement. Josh is also the author of two books - The Fiduci…

1
Interview with Vince Morris 30:20

3+ y ago30:20

30:20

When OneDigital acquired Resources Investment Advisors in early 2020, it was the first of One Digital’s deals to bring retirement plan consulting and wealth together with healthcare benefits under the OneDigital brand. Join Ross as he talks with Vince Morris, President of OneDigital Retirement + Wealth. Vince discusses the firm’s name change, how t…

1
Interview with Brian Graff 36:22

3+ y ago36:22

36:22

Join Ross as he talks with Brian Graff, CEO of the American Retirement Association. We all have our stories about how we got into the retirement plan industry-hear Brian’s personal story. What is his perspective on ESG funds, are they a must-do for retirement plan advisors? Learn more about ESG(k), NAPA’s new certificate program. What might the Bid…

1
Interview with Berta Aldrich 30:21

3+ y ago30:21

30:21

Join Ross as he speaks with industry veteran Berta Aldrich. Berta is the author of the book Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace. Berta’s inspiration for the book was to prepare her daughter to enter the corporate world, where she will likely encounter the tactics high performers experience all too …

1
Interview with JD Carlson 38:37

3+ y ago38:37

38:37

JD Carlson is the owner of Plan Design Consultants, a TPA firm in California. TPAs provide us an interesting perspective on the industry and our clients. How does JD view the “ownership” of a 401(k) plan participant relationship? What does he see happening right now in the industry that he thinks advisors should be watching closely? Who “owns” the …

1
Interview with David Griffin 22:59

3+ y ago22:59

22:59

Even before the pandemic, David Griffin had a virtual practice born of his desire to provide flexibility to his employees and a desire to have an efficiently run practice. What benefits did he see initially, and what challenges did he face as his practice grew? How does he know that employees are truly productive working from home? Join Ross as he …

1
Interview with Dr. Travis Parry 32:31

3+ y ago32:31

32:31

Time management is a challenge for all of us. Join Ross as he talks with Dr. Travis Perry. Dr. Perry spent nearly a decade working as a financial advisor before founding the Make Time Institute, which helps financial professionals and business owners achieve work/life balance. How can you do more than just write out your goals and related tasks, bu…

1
Interview with Cindy Horn Kennedy and Lindsey Dickman 32:38

3+ y ago32:38

32:38

“Corporate America is reaching and stretching to be more inclusive and to promote the skills and the brands of women”, says Cindy Horn Kennedy, Founder of You Say Kennedy and Board Chair of the Women in Pensions Network (WiPN). That’s why Lindsey Dickman, Senior Vice President at Escalent and Co-Chair of the Atlanta regional WiPN chapter, approache…

1
Interview with Matt Daniels 31:04

3+ y ago31:04

31:04

Join Ross as he talks with Matt Daniels, Director of Retirement Plans at Wilshire Benefits Group. Matt has been in the industry for over 15 years and has extensive knowledge of employee benefits. We all know the workplace is shifting toward increased integration of benefits that combine to provide holistic wellness to employees. 401(k) plan advisor…

1
Interview with Ronni Burns 29:27

3+ y ago29:27

29:27

Join Ross as he talks with Ronni Burns, adjunct Professor of Management Communications at the NYU Stern School of Business, and Coach and Consultant with her firm, RonniBurns.com. Ronni is an expert in effective and persuasive communication. What are the similarities and differences in live versus online communications, and how can advisors better …

1
Interview with Rita Robbins 27:53

3+ y ago27:53

27:53

“Honey, you’re never going to believe what I did today.” That is what Rita Robbins, founder and President of Affiliated Advisors, a super OSJ with 45 branches, said to her husband in 2015. That day, Rita had bought a lavender farm in Michigan, because “who wouldn’t want to own a lavender farm?” Rita wanted to help the small businesses in the resort…

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5 Lessons Learned Over the Past Four Years 19:15

3+ y ago19:15

19:15

One of the best parts of launching this podcast is to talk to others about money topics and addressing concerns they’ve had or seen. Today is an important episode in the direction of the Work Your Wealth podcast and where you might continue to find financial resources. Today I'm talking about 5 important lessons I’ve learned over the past four year…

1
Interview with Jennifer Pearson 27:51

3+ y ago27:51

27:51

Jennifer Pearson, Vice President of Clearview Advisory, joins Ross to discuss what is happening at Clearview Advisory. How did the firm pivot to adjust to COVID-required virtual presentations and client meetings? (it was not seamless!) How much virtual business does Jennifer think is going to “stick” after the pandemic is over? Learn about the form…

1
Interview with Jeff Bloomfield 36:18

4y ago36:18

36:18

Our industry coined the term “trusted advisor.” How can advisors understand the difference between personal and professional trust, and how the brain processes trust, to relate better to clients and prospects and overcome skepticism? Is having a trusted title like “fiduciary” or a transparent service model like “fee-only” enough to overcome self-pr…

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Interview with Jay Coulter 21:29

4y ago21:29

21:29

2020 required a lot from all of us, but most of all resilience. Resilience is nothing new to Jay Coulter, host of The Resilient Advisor Podcast, author of The Resilient Advisory Business: Business Systems For Optimization & Growth and Conquer Worry, and founder of The Resilient Advisor Coaching. How did Jay’s background in mental health help him bu…

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