The Wealth@Work Show

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.

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.

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:
LinkedIn
YouTube
Twitter

Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter

Learn More About Advisor2X

©Advisor2X. All Rights Reserved.

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.

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.

On 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.

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:
Facebook
LinkedIn
Instagram
Twitter

Learn More About Advisor2X

©Advisor2X. All Rights Reserved.

In 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 A2X Social:
Facebook
LinkedIn
Instagram
Twitter

Learn More About Advisor2X

©Advisor2X. All Rights Reserved.

On 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:
Website
LinkedIn
Twitter

Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter

Learn More About Advisor2X

©Advisor2X. All Rights Reserved.

In 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 Group:
Website
LinkedIn
Twitter

Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter

Learn More About Advisor2X

©Advisor2X. All Rights Reserved.

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.

On 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 for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

Erin Hall is a registered representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.  Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Connect with Erin Hall:
LinkedIn

Learn more about Strategic Retirement Partners:
Website
LinkedIn

Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter

Learn More About Advisor2X

©Advisor2X. All Rights Reserved.