Ross Marino, CFP, CPFA, CeFT, is the founder and CEO of Advisor 2X and Transitus Wealth Partners. He specializes in helping financial advisors navigate significant life transitions, enhance client relationships, and effectively manage personal and professional change.
Revenue and Rejuvenation: How One 401(k) Advisor Got His Groove Back
Do what you do best and outsource the rest. It’s increasingly a core tenet in the retirement plan…
Patience and Possibility from the Unlikeliest of Places: Elite Advisor Profile
“I’m my own coach,” Rick Wedge says when asked about working with another person for professional and personal…
How (and Why) to Stay Focused on What’s Important: Elite 401(k) Advisor Profile
Brevity is the soul of wit, and also a key to success for Sam Law with (aptly named)…
4 Leadership Qualities to Live By: Elite Advisor Profile
An incredibly strong work ethic—yet an equally disciplined work/life balance—makes Robert Scherzer an elite advisor after a relatively…
How to Do 401(k) Advice Right: Elite Advisor Profile
One thing we can immediately say about Jim Robison—he’s thorough and thoughtful in what he does, specifically in…
401(k) Sales Success: Good Morning, Great Day
I am so pumped up! Do you feel like Emmet from the Lego Movie when you wake up?…
5 Favorite Podcasts to Help 401k Advisors Outperform
Don’t you just love this time of year? Holiday music and Christmas lights are just a few of…
How to Be The Worst 401k Advisor Ever
Is there anything worse than being awarded the “Worst Company in America” by Consumerist.com (which is owned by…
Why 401(k) Industry Consolidation Will Kick into High Gear
Where are 401(k)s headed and how can smart advisors capitalize? It’s an evergreen question I routinely put to…
Dollars to Donuts: Making the Best Use of Advisors’ Time
Gen Xers, in particular, will remember a popular Dunkin Donuts promotional campaign from their youth. In a sleep-deprived stupor,…