Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.

As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a deeper level, you can provide the guidance they need to navigate life's uncertainties. That’s what human-first financial advice is all about.

In this episode, we dive deep into the human-first process and how a better understanding of your client’s circumstances and story, will allow you to create a clear plan to help them retire with confidence.

3 of the biggest insights from Ross Marino …

• What the human-first approach is – and how focusing less on the numbers and more on the person can transform your business.

• Two simple, yet very powerful questions, you can ask new clients to get them to open up and uncover their money story.

• What “mission meetings” are and how they can build trust, strengthen relationships, and help you provide better financial guidance.

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Today's Gift: Get a free copy of Ross’ book, "Shaping Change: How To Respond When Life Disrupts Your Retirement Plan" [while supplies last]

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "67" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

Copyright Triad Partners, LLC 2024

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Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other aspect of my life.

In fact, here’s what she said on the pod…

My goal as an EA is to make sure that Brad shows up the best that he can. I want other people to look at our time together, however long it is, and say Brad was a better husband, he was a better father, he was a better founder, and teammate, because Brooke was his EA. I want him to be the hero to his family and the company. That's really my heart, that's my goal in this whole thing.

That is the type of person you want in your corner and I feel so grateful to have her in mine!

In this episode, we’re going to break down exactly what Brooke does for me, why this role is so critical to building a business, and how getting the right person for this role will completely transform how you do business and life.

Whether you’re unsure if you need an executive assistant, you’re actively looking to hire one, or you just want an inside look at how I work with Brooke and what a successful Executive Assistant does, this conversation is for you.

3 of the biggest insights from Brooke Martin …

• Why I believe the executive assistant is the #1 missing role in every financial services firm – but if you value your time, are seeking professional growth, and want a better quality of life, an EA should probably be your FIRST hire!

• What to look for when you’re hiring an executive assistant – Brooke outlines 4 key traits to identify as you interview potential candidates.

• How to manage your calendar and your inbox more effectively – these tips are huge time savers that will help you stop working on someone else’s to-do list and start working on your own!

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https://bradleyjohnson.com/66

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms.

The funny thing is, it’s actually our shared passion for sports collectables that brought Tom and I together – which is a major focal point for today’s conversation.

Not only did I want to better understand how Tom scaled his firm and eventually transitioned into a family office style of practice, but I wanted to hear about his sports card collecting journey and how he combined that passion with his wealth management business.

3 of the biggest insights from Tom Ruggie…

• How Tom built a multi-million-dollar portfolio of rare collectables and memorabilia – including a signed 1952 Mickey Mantle card and an iconic pair of Muhammad Ali trunks from his George Foreman fight.

• Why the sports collectibles market is an alternative asset class that you need to understand for your clients – and Tom’s expert tips for building a diversified portfolio like his, which has skyrocketed in value.

• The major differences between a regular wealth management firm and a family office – and how Tom has carved out a niche that serves ultra-high-net-worth entrepreneurs.

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Today's Gift: Tom's Collectibles scorecard

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "65" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

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https://bradleyjohnson.com/65

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

Brad Johnson is not a client of Thomas Ruggie.

Copyright Triad Partners, LLC 2024.

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