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OUTCOMES Podcast

Business & Economics Podcasts

Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to OUTCOMES, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.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.

Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to OUTCOMES, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.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.

Location:

United States

Description:

Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to OUTCOMES, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.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.

Twitter:

@Advisor2x

Language:

English

Contact:

9103380673


Episodes

Interview with David Wood: Double Your Business by Doing Less

7/21/2021
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 simultaneously increasing your free time, and the number one core skill of successful people. Visit https://www.myfocusgift.com for David’s FREE...

Duration:00:26:45

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

7/7/2021
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 process. Learn more about Compass Financial Partners: Website LinkedIn Twitter Connect with Kathleen Kelly on LinkedIn Connect With A2X...

Duration:00:29:45

Interview with Fred Barstein - Transition & Innovation

6/23/2021
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: Connect With A2X Social: Facebook LinkedIn Instagram Twitter Learn More About Advisor2X ©Advisor2X. All Rights Reserved.

Duration:00:31:46

Interview with Kristi Baker: Blending Technology & Human Connection

6/16/2021
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 today?* -How is CSi combining sponsor focused and participant focused advising? -The importance of 401(k) advocacy.* -Technology based...

Duration:00:20:15

Interview with Mario Giganti: Personal Growth & Your Financial Future

6/9/2021
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 both? - How does Mario Giganti focus on health and personal growth and why is it so important for your retirement and financial future? -...

Duration:00:28:55

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

6/2/2021
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 has Sam learned from helping individuals with their short- and long-term needs, including both health benefits and retirement and wealth planning?...

Duration:00:37:22

Interview with Todd Timmerman: Obstacles & Opportunities For Advisors Today

5/26/2021
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 fees going down and advisor responsibilities going up, why should advisors want to be in the 401(k) plan business? Hear Todd’s take on financial...

Duration:00:28:36

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

5/19/2021
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 strategies to help you improve. Where do you start when you need to write an outline for a presentation? What one question should you ask yourself before...

Duration:00:33:16

Interview with Brad Swineheart: Keeping Client Connections Alive

5/12/2021
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 client meetings going in the future? Learn how White Glove provides advisors with both virtual and in-person client meeting support. Connect With...

Duration:00:29:19

Interview with Brandon Cutler: Financial Wellness Solutions

5/5/2021
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 future of financial wellness will look like? Get some first-hand insight into what types of discussions he has with participants every day and...

Duration:00:20:10

Interview with Josh Itzoe

4/28/2021
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 Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To...

Duration:00:32:28

Interview with Vince Morris

4/21/2021
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 to approach plan sponsors when offering personal financial planning, post-pandemic plans for remote working for the firm’s team, and whether...

Duration:00:30:20

Interview with Brian Graff

4/14/2021
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 Biden administration mean for the retirement plan industry, specifically surrounding the fiduciary rule? What potential changes regarding the tax...

Duration:00:36:22

Interview with Berta Aldrich

4/7/2021
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 often: bad bosses, targeting, and gaslighting. What were some of the surprising research Berta encountered as she wrote the book? What was most...

Duration:00:30:21

Interview with JD Carlson

3/31/2021
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 participant and the control of the plan sponsor relationship? How is data going to change the way our industry looks in the next 3-5 years? What...

Duration:00:38:36

Interview with David Griffin

3/24/2021
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 talks with David Griffin, Founder of Atlanta Retirement Partners, LLC. (now part of OneDigital). In addition to chatting about virtual practice...

Duration:00:23:56

Interview with Dr. Travis Parry

3/17/2021
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, but actually get things accomplished? How can advisors better manage distractions to be more productive? What is the most important factor that...

Duration:00:32:31

Interview with Cindy Horn Kennedy and Lindsey Dickman

3/10/2021
“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, approached WiPN with the idea of amplifying the voices of members of WiPN through a research project. Two years later, the research report is complete, and...

Duration:00:32:38

Interview with Matt Daniels

3/3/2021
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 advisors are actively working to become central to that process. Matt provides a different perspective from a firm that historically has been focused on...

Duration:00:31:04

Interview with Ronni Burns

2/24/2021
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 approach these communications for better outcomes? Zoom fatigue is real. But why do we all find ourselves so exhausted after a full day of...

Duration:00:29:26