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The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X

The Active Advisor Podcast (Episode 10)

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X, a  professional development company for financial advisors. Ross has been a financial advisor for over 30 years. He is a social entrepreneur, author, and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance ™. Join us for a fascinating conversation where we cover the following touchpoints:

  • Four questions to truly understand and connect with clients
  • The role that emotions play in building trust and closing business
  • Foundational shift happening in financial planning
  • Must have skills to be a successful advisor
  • Why the future starts today

Ross Marino, CFP® and CeFT® has been a financial advisor for over 30 years and is the founder of Transitus Wealth Partners. He is also the Founder and CEO of Advisor2x (A2X), a professional development company for financial advisors. A2X hosts the Shift Conference for financial planners and advisors who value the psychology behind financial planning. He is a best-selling author, social entrepreneur, host of the Shaping Change podcast, and has been featured in over 400 other podcasts. 


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