Interview with Bill Cates: Matching Your Practice with the Right Clients

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.

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Interview with Michael Kane: Digital Marketing Strategies for Success

On 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.

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Interview with Stevyn Guinnip: Health & Wellness for Financial Advisors

On 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.

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