The Four Stages of Life Transition

Your emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be.

In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called “Shaping Change”. Ross and Brad also discuss how to manage your client relationships when your clients are in the midst of a life transition.

Ross discusses:

• What led him to write the book called “Shaping Change”
• How to address uncertainty in someone’s life and get them back into financial planning
• The four stages of transition — and how he walks clients or prospects through each stage