Month: October 2021
Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

Ep 66: Supporting Executive Clients With Their Tomorrow Story — With Elisa Spain

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To have a beginning, we must also have an ending. Sometimes the ending is our choice, and sometimes it is thrust upon us. 

Elisa Spain is an Executive Life Coach and the creator of the You Pivot™ Program. She helps senior-level executives plan and create the next version of themselves whether in a new career or in retirement. Elisa talks with Laura Gregg and David Partain about the power of moving client conversations beyond retirement planning to understand when they may need a career pivot and how that can deepen your client relationships. 

Elisa discusses: 

  • How effectively C-level executives can be coached
  • The power of writing your tomorrow story
  • Building a successful retirement life portfolio
  • Planning so there’s no regret after selling a business
  • The You Pivot™ Program
  • Why your words matter
  • And more

Resources:

Connect With Elisa Spain:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Biography

Elisa K Spain is an executive life coach. Building on her own professional and personal  experience, her coaching approach has evolved from executive coaching to coaching  executives in living their full lives. Her clients include CEOs and C-suite executives from Inc.  500 companies, Crain’s Fast 50, Chicago Tribune’s Top 100 Workplaces, and Crain’s Largest  Privately Held Companies. 

Elisa created the YOU PIVOT™ Program to guide her clients through career and life  transitions. Understanding that careers, like software, require updates to keep them fresh,  this immersive program catalyzes leaders to embrace change and explore a better version  of themselves.  

Elisa’s experience as an executive at Northern Trust, 15-years as a Vistage Peer Advisory  Board Master Chair, coupled with her successful pivot from the corporate world into  entrepreneurship, has shaped her perspective. She holds an MBA from Kellogg GSM,  Northwestern University; CFA, Level I; and a BS from Florida International University. She is  a partner and investor with Social Venture Partners – Chicago, and a member of the  Advisory Board for the Independence Equity I, LP Venture Fund. 

Every Sunday, Elisa publishes stories about transitions, including sharing the life lessons  from the storytellers she interviews. You can read and subscribe to these Sunday  Stories here.

 

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Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley

Ep 65: The Power of Transition Planning — With Ross Marino and Susan Bradley

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Life decisions made with urgency, short timeframes, and pressure will shape the next chapter of someone’s life. How can advisors help clients navigate thoughtfully through life’s changes?

In this episode, Laura Gregg and David Partain talk about the impact that life transitions can have on financial plans. Susan Bradley CFP® CeFT®, Founder of Sudden Money Institute, and Ross Marino CFP® CeFT®, Founder of Transitus Wealth Partners explain why there’s no such thing as a purely financial decision, and why the human element must always be considered when serving clients.

Ross and Susan discuss: 

  • Why they wrote a book on transitions: Shaping Change: How To Respond When Life Disrupts Your Retirement Plan
  • How to become more comfortable, productive and successful in financial planning
  • The hidden benefits of beginning client conversations discussing life, not investments
  • The four-step process you can use to facilitate conversations with clients facing major life transitions
  • Critical questions to ask clients facing either trauma or euphoria

Resources: 

Connect With Ross Marino:

Connect With Susan Bradley:

Connect With  Laura Gregg: 


Connect With  David Partain: 

About Our Guests:

Susan Bradley, CFP®, CeFT® is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 20 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, she has served on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is a founding member of the Nazrudin Project studying the psychology of money since 1994.  She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”

She is the recipient of the Insiders Forum Iconoclast Award 2017.

Ross Marino CFP® CeFT®, an advisor for 30+ years, fell in love with investments in the 9th grade when he received a copy of Money Magazine as a birthday gift. He is the founder of Transitus Wealth Partners, a fee-only financial planning firm that helps people make decisions when life happens and plans change. Ross is also the founder of Advisor2x, which has host more than 1,000 events and conferences for financial advisors since 2010. Currently, he hosts two bi-weekly podcasts for financial advisors and recently published his first book with co-author Susan Bradley: Shaping Change – How to respond when life disrupts your retirement plans. 

Ross is married to his incredible wife of 31 years, has two nearly-perfect children, and shares his home with multiple pets that live to be served by humans.

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