The Wealth@Work Show
75 episodes - English - Latest episode: 8 months ago -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.
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Episodes
Motivational Interviewing Techniques with Kelly Majdan
September 08, 2023 17:00 - 10 minutes - 7.1 MBKelly 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
August 18, 2023 19:00 - 13 minutes - 9.12 MBDeane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.
AI and ChatGPT in Financial Services with Petros Koumantaros
August 18, 2023 15:00 - 12 minutes - 8.27 MBPetros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.
Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson
August 16, 2023 16:00 - 15 minutes - 10.8 MBJeff 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
July 28, 2023 14:00 - 15 minutes - 11 MBJamie 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
July 21, 2023 20:00 - 16 minutes - 11.6 MBMaryanne 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
September 06, 2022 14:00 - 22 minutes - 15.5 MBRegister 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...
DOUBLE EPISODE: Talking Wealth@wor(k) with Devyn Duex, Tina Shackman, Holly Knight & Faith Teope
August 22, 2022 14:00 - 17 minutes - 12.3 MBRegister 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 importa...
DOUBLE EPISODE: John Sullivan & Jamie Greenleaf Talk Wealth@wor(k)
August 12, 2022 16:00 - 12 minutes - 8.66 MBRegister 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 Appropriati...
Interview with Tom Brinker: Advising Through the Lens of Special Needs
January 19, 2022 13:00 - 28 minutes - 19.9 MBOn 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 Socia...
Interview with Stevyn Guinnip: Health & Wellness for Financial Advisors
January 05, 2022 14:00 - 22 minutes - 15.4 MBOn 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.
Interview with Bill Cates: Matching Your Practice with the Right Clients
December 08, 2021 13:00 - 35 minutes - 24.5 MBOn 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 L...
Interview with Michael Kane: Digital Marketing Strategies for Success
November 10, 2021 12:00 - 28 minutes - 19.4 MBOn 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.
Interview with Ed Chairvolotti: Client Care & Optimization Through Outsourcing
October 27, 2021 14:00 - 23 minutes - 16.2 MBOn 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.
Interview with Derek Fiorenza: Retiring with Dignity & Fiorenza's Food For Friends
October 13, 2021 14:00 - 22 minutes - 15.6 MBOn 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 Linke...
Interview with Matt Wolniewicz: The Challenges & Opportunities With Guaranteed Income
September 29, 2021 15:00 - 23 minutes - 16.4 MBIn 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 A...
Interview with Mike Webb: Content Driven Client Focus
September 15, 2021 14:00 - 25 minutes - 17.7 MBOn 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:...
Interview with John Clark: New Methods of Retirement Planning
September 01, 2021 11:00 - 28 minutes - 19.5 MBIn 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 ...
Interview with Charlie Epstein: Catching Life's Curveballs
August 18, 2021 11:00 - 43 minutes - 29.6 MBIn 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 l...
Interview with Erin Hall: Retirement Strategies
August 04, 2021 12:00 - 21 minutes - 15 MBOn 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 ...
Interview with David Wood: Double Your Business by Doing Less
July 21, 2021 11:00 - 26 minutes - 18.4 MBIn 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 Double...
Interview with Kathleen Kelly: Benefits & Challenges of Partnering with a Larger Firm
July 07, 2021 11:00 - 29 minutes - 20.5 MBIn 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 Social...
Interview with Fred Barstein - Transition & Innovation
June 23, 2021 14:00 - 31 minutes - 21.9 MBIn 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 that process work? What skill sets do advisors need to facilitate that process? Making sacrifices for the sake of participants. “The Cautionary...
Interview with Fred Barstein - Transition & Innovation
June 23, 2021 14:00 - 31 minutes - 21.9 MBIn 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 that process work? What skill sets do advisors need to facilitate that process? Making sacrifices for the sake of participants. “The Cautionary...
Interview with Kristi Baker: Blending Technology & Human Connection
June 16, 2021 10:00 - 20 minutes - 14 MBIn 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 interactio...
Interview with Mario Giganti: Personal Growth & Your Financial Future
June 09, 2021 10:00 - 28 minutes - 20 MBIn 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? - What a...
Interview with Sam Mitchell: Health, Wealth and a Positive Impact
June 02, 2021 11:00 - 37 minutes - 25.8 MBIn 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...
Interview with Todd Timmerman: Obstacles & Opportunities For Advisors Today
May 26, 2021 10:00 - 28 minutes - 19.7 MBIn 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...
Interview with Deirdre Van Nest: How To Become A Crazy Good Speaker™
May 19, 2021 11:00 - 33 minutes - 22.9 MBDeidre 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 befor...
Interview with Deirdre Van Nest: How To Become A Crazy Good Speaker™
May 19, 2021 11:00 - 33 minutes - 22.9 MBDeidre 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 befor...
How To Become A Crazy Good Speaker™ with Deirdre Van Nest
May 19, 2021 11:00 - 33 minutes - 22.9 MBDeidre 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 befor...
Keeping Client Connections Alive with Brad Swineheart
May 12, 2021 11:00 - 29 minutes - 20.2 MBIn 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 Wi...
Interview with Brad Swineheart: Keeping Client Connections Alive
May 12, 2021 11:00 - 29 minutes - 20.2 MBIn 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 Wi...
Interview with Brandon Cutler: Financial Wellness Solutions
May 05, 2021 11:00 - 20 minutes - 13.9 MBBrandon 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 h...
Financial Wellness Solutions with Brandon Cutler
May 05, 2021 11:00 - 20 minutes - 13.9 MBBrandon 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 h...
Interview with Josh Itzoe
April 28, 2021 11:00 - 32 minutes - 22.4 MBJoin 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 He...
Interview with Vince Morris
April 21, 2021 10:00 - 30 minutes - 20.9 MBWhen 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 “puris...
Interview with Brian Graff
April 14, 2021 11:00 - 36 minutes - 25 MBJoin 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 cod...
Interview with Berta Aldrich
April 07, 2021 11:00 - 30 minutes - 20.9 MBJoin 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 al...
Interview with JD Carlson
March 31, 2021 11:00 - 38 minutes - 26.6 MBJD 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 s...
Interview with David Griffin
March 24, 2021 11:00 - 22 minutes - 15.8 MBEven 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 ma...
Interview with Dr. Travis Parry
March 17, 2021 09:00 - 32 minutes - 22.4 MBTime 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 dete...
Interview with Cindy Horn Kennedy and Lindsey Dickman
March 10, 2021 10:00 - 32 minutes - 22.5 MB“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...
Interview with Matt Daniels
March 03, 2021 10:00 - 31 minutes - 21.4 MBJoin 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 ...
Interview with Ronni Burns
February 24, 2021 10:00 - 29 minutes - 20.3 MBJoin 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 Zooming...
Interview with Rita Robbins
February 17, 2021 10:00 - 27 minutes - 19.2 MB“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 community where the 33-acre farm is located, so she turned the farm into an economic development engine for those area businesses. Today, that fa...
Interview with Jennifer Pearson
February 10, 2021 10:00 - 27 minutes - 19.2 MBJennifer 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 formal process Clearview team members use to set firm level quarterly goals, how they overcame initial resistance to the process and why three years i...
Interview with Jeff Bloomfield
February 03, 2021 10:00 - 36 minutes - 25 MBOur 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-preservation instincts in prospects? How can advisors take advantage of the brain’s tendency to prefer choosing between two options rather than bein...
Interview with Jay Coulter
January 27, 2021 10:00 - 21 minutes - 14.8 MB2020 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 build a foundation for his businesses? What daily habits can advisors do to build resilience, and what is the number one habit that will make the bi...
Interview with Jess Liberi
January 20, 2021 10:00 - 24 minutes - 16.5 MBRobo-advisors have been red hot for the past several years. What does that mean for the future of the financial advisor? Jess Liberi, Head of Product at eMoney Advisor discusses how the pandemic has changed client expectations, what type of advice they are seeking, and how those changes integrate into the discussion of holistic financial wellness. How does Gen X and Gen Y look at retirement differently, and what do they expect from a relationship with an advisor? Millennials make up the larg...