The Wealth@Work Show

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

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

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

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

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

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 #workplace

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 Shofner about their upcoming session at Wealth@wor(k) 2022, “Retirement Committee Meetings of the Future”. Learn more about Independent Financial Partners: LinkedIn Website Twitter YouTube Instagram Learn more about AFS 401(k): Website Twitter LinkedIn Facebook YouTube Learn more about AP Retirement: Website LinkedIn Learn more about Work Plan Retire: Website LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 Knight of NFP and Faith Teope, CEO of Leverage Retirement, about their session at Wealth@wor(k) 2022. “Undressing the Mind” will address the importance & process of reevaluating generational preconceptions as advisors in order to provide clients with what they need. Learn more about Captrust: LinkedIn Website Twitter Learn more about BFSG: LinkedIn Website Facebook Learn more about NFP: LinkedIn Website Twitter YouTube Instagram Facebook Learn more about Leverage Retirement, Inc.: LinkedIn Website Twitter Instagram Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 media sponsor for Wealth@wor(k) 2022. Part 2: Ross Marino talks with Jamie Greenleaf about the impact and adoption of the Consolidated Appropriations Act, as well as her upcoming sessions on Wealth@wor(k) 2022 in Las Vegas. Connect with John Sullivan: LinkedIn Twitter 401(k) Specialist Site Connect with Jamie Greenleaf: LinkedIn Learn more about TILT Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 circumstances. Learn more about The American College Center for Special Needs: https://specialneeds.theamericancollege.edu/ Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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: LinkedIn Facebook Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 leveraging virtual meetings. Learn more about Bill Cates Follow Bill Cates on Social: LinkedIn YouTube Twitter Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 Facebook Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 Group Retirement Planners Connect with Derek Fiorenza on LinkedIn Connect with Summit Group on LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 America Follow Income America & Matt Wolniewicz on Social: Matt Wolniewicz LinkedIn Income America LinkedIn Income America Twitter Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 process and challenges of choosing content that is right for your audience. Connect With Mike Webb on Twitter LinkedIn Learn More About CapTrust: Website LinkedIn Twitter Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 “FIRE Movement” that focuses on younger generations saving for early retirement. Connect With John Clark: LinkedIn Learn More About The Heffernan Group: Website LinkedIn Twitter Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 401k and conference world, how the disruption of the last year affected his organization, and how that translates to the transformative nature of life. -How, as an advisor, to be present and connect with clients on a deeper level. Listen to Yield of Dreams Connect with Charlie Epstein: Website Epstein Financial LinkedIn Twitter Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

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 underserviced planned sponsors find the right advisor for their needs, and the Women in Retirement Conference. 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. Erin Hall is a registered representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Connect with Erin Hall: LinkedIn Learn more about Strategic Retirement Partners: Website LinkedIn Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.