Ross Mannino, CFP® is a seasoned Financial Advisor and Managing Director at Ameriprise Financial Services, LLC. With over 34 years in the industry, Ross shares his remarkable journey from a 19-year-old cold caller to managing $800M in assets. Listen in as he discusses the transformative power of hard work, the importance of mentorship, and the keys to building lasting client relationships. Ross also touches on succession planning and adapting to industry changes with AI and new financial strategies.
In this episode, Chris and Ross discuss:
- Building and Growing a Financial Advisory Practice
- The Role of Mentorship in Career Growth
- Adapting to Industry Changes and Future Trends
- Succession Planning and Growing Multi-Generational Wealth
Work with Ross:
Wealth Planning Strategies
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
