Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".

Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.

Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.

Dr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money.  Advisors need to be mindful of a client's cultural background to effectively serve them.

Chloe Moore and Laura LaTourette join Ross Marino discussing creating a practice serving a particular community.  They share the wisdom and challenges that come along with filling the niche market.

Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their  client discovery meetings and share tips for success.

Candice Carlton joins Ross Marino  and shares her wisdom on marketing to the modern consumer in the financial advice market.

George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.