Shifting to a Human Approach with Ross Marino

Season 2 | Episode 6

Ross Marino, CFP, social entrepreneur, CEO, and author has navigated the unpredictable tides of life. Emerging from a challenging chapter, he underwent a profound transformation by embracing a human-first approach to his wealth management practice and life.

Now he is taking this to the industry as the creator of SHIFT events, a series that brings together industry leaders and pioneers of the human-first approach to expand its impact and help more people. By exploring his journey and the guiding principles behind it, we can all discover valuable lessons on how to cultivate deeper connections that fuel positive change in our industry.

Candice Carlton

Hi, I'm Candice, the Head of Strategy at Ficomm Partners. Prior to Ficomm, I worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network. I love my job and find it extremely fulfilling to coach and consult with advisors across the country on how to rock video and podcasting to create a digital-first marketing strategy to connect and GROW. I'm passionate about yoga, poetry, fashion, and great coffee. At Ficomm- we are “New Skool by Nature”, which means the only right answer is the one that feels right to you. There is so much freedom and power in that.

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