The Wealth@Work Show

by Ross Marino

Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, 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.

Episodes

Motivational Interviewing Techniques with Kelly Majdan

10m · Published 08 Sep 17:00

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

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

13m · Published 18 Aug 19:00

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

AI and ChatGPT in Financial Services with Petros Koumantaros

12m · Published 18 Aug 15:00

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

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

15m · Published 16 Aug 16:00

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

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

15m · Published 28 Jul 14:00

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

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

15m · Published 28 Jul 14:00

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

The Office is Dead. Now What? with Maryanne Spatola

16m · Published 21 Jul 20:00

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

The Office is Dead. Now What? with Maryanne Spatola

16m · Published 21 Jul 20:00

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

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

22m · Published 06 Sep 14:00

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”.

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

22m · Published 06 Sep 14:00

The Wealth@Work Show has 132 episodes in total of non- explicit content. Total playtime is 61:04:10. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 19th, 2024 20:40.