The Wealth@Work Show
Ross Marino
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Top 10 The Wealth@Work Show Episodes
Goodpods has curated a list of the 10 best The Wealth@Work Show episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Wealth@Work Show for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Wealth@Work Show episode by adding your comments to the episode page.
AI and ChatGPT in Financial Services with Petros Koumantaros
The Wealth@Work Show
08/18/23 • 12 min
Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.
Non-Qualified Deffered Comp and the Great Resignation with Jeff Acheson
The Wealth@Work Show
08/16/23 • 15 min
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
The Wealth@Work Show
07/28/23 • 15 min
Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry.
Interview with Sheri Fitts
The Wealth@Work Show
10/07/20 • 30 min
She’s an author, keynote speaker, marketing guru, and a social media, visual design and media expert. Sheri Fitts is one of our industry’s most valued consultants when it comes to business building. What does Sheri predict will happen when the pandemic is over, and we are not all forced to solely communicate via technology? What is the one thing you should not spend your marketing budget on, now or ever again? Did the pandemic really do something “very lovely” for the financial services industry? The bar has now been set for video conversation-so how do we better the experience for our clients and raise that bar? And how will video change how advisors manage enrollment meetings going forward? Join Ross and Sheri for an informative (and fun!) conversation about next-gen ways to grow.
Resources:
Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen
The Wealth@Work Show
08/18/23 • 13 min
Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.
DOUBLE EPISODE: Talking Wealth@wor(k) with Devyn Duex, Tina Shackman, Holly Knight & Faith Teope
The Wealth@Work Show
08/22/22 • 17 min
Register 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 importance & process of reevaluating generational preconceptions as advisors in order to provide clients with what they need.
Learn more about Captrust:
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Learn more about NFP:
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Website
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Learn more about Leverage Retirement, Inc.:
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©Advisor2X. All Rights Reserved.
Interview with Bill Cates: Matching Your Practice with the Right Clients
The Wealth@Work Show
12/08/21 • 35 min
On 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:
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Connect With A2X Social:
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LinkedIn
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Learn More About Advisor2X
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Interview with Derek Fiorenza: Retiring with Dignity & Fiorenza's Food For Friends
The Wealth@Work Show
10/13/21 • 22 min
On 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:
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LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.
Interview with Charlie Epstein: Catching Life's Curveballs
The Wealth@Work Show
08/18/21 • 43 min
In 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 life.
-How, as an advisor, to be present and connect with clients on a deeper level.
Listen to Yield of Dreams
Connect with Charlie Epstein:
Website
Epstein Financial
LinkedIn
Twitter
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.
Motivational Interviewing Techniques with Kelly Majdan
The Wealth@Work Show
09/08/23 • 10 min
Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.
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FAQ
How many episodes does The Wealth@Work Show have?
The Wealth@Work Show currently has 68 episodes available.
What topics does The Wealth@Work Show cover?
The podcast is about Financial Planning, Fintech, Retirement, Wealth, Entrepreneurship, Investing, Podcasts and Business.
What is the most popular episode on The Wealth@Work Show?
The episode title 'Strategic Retirement Partners: How We Did it! w/ Deane Mayhofer and Jeff Cullen' is the most popular.
What is the average episode length on The Wealth@Work Show?
The average episode length on The Wealth@Work Show is 27 minutes.
How often are episodes of The Wealth@Work Show released?
Episodes of The Wealth@Work Show are typically released every 7 days.
When was the first episode of The Wealth@Work Show?
The first episode of The Wealth@Work Show was released on Aug 7, 2020.
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