Advisor2X
About Advisor2X
Visit WebsiteAdvisor2X focuses on empowering financial advisors to build "human-first" firms, emphasizing the human element in financial services. Founded and led by Ross Marino, CFP®, who has over 30 years of experience, Advisor2X provides events and media resources to help financial advisors specializing in employer-based retirement plans and individual wealth management. Their events include: Wealth@wor(k): Aimed at advisors assisting employees with financial wellness in the workplace. SHIFT: Targeted at advisors adopting Human First Financial Guidance®. Ross Marino and the Advisor2X team also offer podcasts and online shows discussing the shift towards a more holistic approach in financial planning and 401(k) consulting.
- Location
- United States
- Group size
- 1 - 10
- Daily rate
- Contact for pricing
- Number of employees
- 1 to 10
- Years trading
- 3
- Has own premises
- No
- Apprenticeships
- No
- Funded Courses
- No
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Trainers
General training capacity
3 years experienceAdvisor2X focuses on empowering financial advisors to build "human-first" firms, emphasizing the human element in financial services. Founded and led by Ross Marino, CFP®, who has over 30 years of experience, Advisor2X provides events and media resources to help financial advisors specializing in employer-based retirement plans and individual wealth management. Their events include: Wealth@wor(k): Aimed at advisors assisting employees with financial wellness in the workplace. SHIFT: Targeted at advisors adopting Human First Financial Guidance®. Ross Marino and the Advisor2X team also offer podcasts and online shows discussing the shift towards a more holistic approach in financial planning and 401(k) consulting.
