Ep #17: What To Do When Life Happens And Plans Change with Ross Marino

Ross Marino is Founder of Transitus Wealth Partners, CEO of Advisor2X and the author of Shaping Change: How To Respond When Life Disrupts Your Retirement Plan.

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5/17/2021 - 55 minutes


Episode Summary

Many of us spend years preparing for a future we expect, but when it comes down to it, things never seem to go as planned. My guest today is a big believer in planning for the unexpected, as life has a tendency to throw us curve-balls.


Ross Marino, Founder of Transitus Wealth Partners and CEO of Advisor2X, joins the show to discuss his new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan as well as how to be flexible and adaptable to change. 


Listen in as we talk about how Ross has dealt with adversity in his own life and how advisors can coach their clients through major life transitions. You will learn why he re-branded his flagship conference from Excel 401(k) to Wealth@wor(k) and how to prepare your clients for retirement, even with the knowledge that things may change. 


What You'll Learn

  • A behind the scenes look at Ross’s new book Shaping Change: How To Respond When Life Disrupts Your Retirement Plan 
  • Why life doesn’t always go to plan and how to respond to it.
  • The importance of being adaptable and flexible to change.
  • How change impacts people emotionally.
  • How to prepare your clients for their retirement with the knowledge that things will not go as planned.
  • How to embrace a “new normal.”


Links to Resources


Ideas Worth Sharing

  1. “Regardless of what we plan and regardless of what we expect, life just doesn't care.” - Ross Marino
  2. “There is no new beginning without an ending.” - Ross Marino