067: Ross Marino - The Power of Human-First Financial Guidance

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.

As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a deeper level, you can provide the guidance they need to navigate life's uncertainties. That’s what human-first financial advice is all about.

In this episode, we dive deep into the human-first process and how a better understanding of your client’s circumstances and story, will allow you to create a clear plan to help them retire with confidence.

3 of the biggest insights from Ross Marino …

• What the human-first approach is – and how focusing less on the numbers and more on the person can transform your business.

• Two simple, yet very powerful questions, you can ask new clients to get them to open up and uncover their money story.

• What “mission meetings” are and how they can build trust, strengthen relationships, and help you provide better financial guidance.

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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