The Human First Approach to Wealth Advisory with Ross Marino, CFP®, CeFT® and Founder and CEO at Advisor2X

Episode notes

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X , a professional development company for financial advisors. Ross has been a financial advisor for over 30 years. He is a social entrepreneur, author, and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance ™. Join us for a fascinating conversation where we cover the following touchpoints: Four questions to truly understand and