Shaping Change

Uniting the human and the financial.
There’s no such thing as a purely financial decision; the human element must also be considered. Financial visionaries Ross Marino and Susan Bradley unravel the retirement planning puzzle in a unique voice that empowers readers with the necessary skills to emerge as happier, more secure individuals. Shaping Change employs an easy-to-understand approach to help navigate life transitions.
You’ll learn to: • Become more comfortable, productive, and successful with your financial planning. • Future-proof your financial future with consumable, relatable content. • Implement training platform groundwork, which can turn financial advisors into financial transitionists.
Shape your personal financial trajectory with real-world guidance from renowned financial transitionists. Don’t be fearful of change. Welcome it as opportunity.