In the whirlwind world of finance and retirement planning, one name consistently emerges amidst the tumult of retirement plan disruption: Ross Marino. A man seemingly in possession of more hours in a day than the rest of us, Marino’s tireless efforts have propelled the advisory sector into new realms of innovation and success. The founder of Advisor2X back in 2010, he’s orchestrated over a thousand events across 50 cities, each meticulously designed to elevate advisory practice growth. But that’s just the tip of the iceberg.
Marino’s portfolio doesn’t end with Advisor2X. He’s also deeply entrenched in managing his own wealth and retirement plan business. Add to that his engaging OUTCOMES podcast, and it’s a wonder this man finds any time to breathe. Yet, breathe he does, and brilliantly so, co-authoring “Shaping Change: How To Respond When Life Disrupts Your Retirement Plan” alongside Susan Bradley. This tome is a beacon for those navigating the choppy waters of retirement plan disruption, offering insight and guidance through life’s unpredictable currents.
Ross took a moment from his jam-packed schedule to join us, shedding light on the pivotal concepts within his latest literary endeavor. The book delves into the four stages of life transitions, dissecting the nuanced sides of retirement, and confronting what Marino dubs the decision dilemma. It’s a profound exploration of the challenges that upend our planned trajectories, urging a reevaluation of how we perceive and plan for retirement.
But Marino’s insights aren’t confined to the pages of his book. He’s also the visionary behind this year’s Wealth@Wor(k) conference, a Nashville rendezvous set for October 24 – 26, 2021. This advisor-centric gathering promises to be an unparalleled symposium, featuring content that spans the breadth of the financial advisory landscape. If retirement plan disruption has you seeking solid ground, Ross Marino is the compass by which to navigate, continuously setting the bar for excellence and innovation in the advisory sphere.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
