The Wealth@Work Show

Updated: 08 Sep 2023 • 68 episodes
www.advisor2x.com

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.

Show episodes

Kelly Majdan joins Ross Marino sharing tips on asking good questions to balance the cognitive and behavioral facets of our understanding.

10 min
00:00
10:17
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Deane Mayerhofer and Jeffrey Cullen share their insights with Ross Marino on Strategic Retirement Partners success.

13 min
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13:14
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Petros Koumantaros and Ross Marino discuss the AI technology in ChatGPT.

12 min
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12:00
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Jeff Acheson and Ross Marino discuss how employers can retain mission critical employees by offering non-qualified deferred comp options.

15 min
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15:39
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Jamie Greenleaf and Jed Cohen join Ross Marino discussing the role of the fiduciary in the changing healthcare benefits industry. 

15 min
00:00
15:57
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Maryanne 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 

16 min
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16:47
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