General training capacity
Trainer for Advisor2X
About this trainer
Advisor2X 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.
- Experience
- 3 years
- Delivers in
- USA (West Coast)USA (East Coast)USA (Other)AsiaEuropeAustralasiaIndiaUKUAECanada
- Customisation
- Off the shelfSome tailoringFull course design
Subjects
Finance (11)
Contact for pricing