Financial advisors want to scale their practice, but don't know what to do next.

Our events and shows combine content, connections, and experts to help you double your practice.


The industry event for financial advisors who specialize in employer-based retirement plans. Wealth@wor(k) is for financial advisors who help employees achieve financial freedom through holistic wellness in the workplace.

The industry event for financial advisors who work with individuals and families. SHIFT is for financial advisors who recognize the future of financial guidance is human-first.


Search "Ross Marino" on your favorite platform to subscribe

What do most successful 401(k) advisors have in common? They impact employees by going beyond the 401(k). Join Ross as he interviews successful advisors and industry experts who offer 401(k) plans and financial wellness services. Learn what they're doing now and where they see the industry heading.

Can you feel it? The foundation of financial advice is shifting. Join Ross as he interviews the "Shifters" who lead the transformation towards human-first financial guidance. Guests include forward-looking advisors, industry experts, and academics doing cutting-edge research. The Shift is on!


Ross Marino, CFP®, Founder and CEO of Advisor2X, started his 30+ year career as a financial advisor for individuals and families. Like many advisors, Ross later added 401(k) consulting to his practice.

Today's 401(k) specialist advisors (who have traditionally focused on plan design and technical expertise) have expanded their practices to include financial wellness programs and wealth management services.

A shift toward a more holistic approach is evident in both financial planning and 401(k) consulting. Human-first Financial Guidance™ is replacing traditional goals-based financial advice.

A2X delivers online shows and live events designed to help advisors grow their practices. Join us at SHIFT to explore Human First Financial Guidance and subscribe to the SHIFT Show on your favorite channel. To learn how 401(k) specialists impact the lives of participants and their families, attend Wealth@wor(k) and subscribe to the Wealth@wor(k) Show on your favorite channel.

Our Privacy Policy

A2X respects the privacy of our attendees and responsibly manages your personal information.

The required information we collect when you register for an event generally includes your name, title, firm name, broker-dealer/RIA affiliation (if applicable), mailing address, telephone numbers and email address. We require this information as it is needed to logistically and operationally perform the tasks associated with running our events. Mobile phone numbers are required but are only used as a way to communicate with attendees onsite in case of emergency.

We may also request that you provide other optional information such as your day and month of birth, hobbies, and how you heard about us. We request (but do not require) this optional information to help us evaluate and improve our services and customize our events to better match the profiles of our attendees.

We do not sell, share or rent your personal information to any party, with the following two exceptions 1) sponsors for our events receive the following information about you: your name, title, firm name and mailing address. We do not share, rent or sell email addresses with sponsors at any time. 2) We share your email address with our exclusive media partner, 401(k) Specialist Magazine. 401(k) Specialist Magazine uses your email address to add you as a recipient of 401(k) Specialist Magazine. 401(k) Specialist does not use your email address to send you promotional emails at any time.

There are vendors who have access to your personal information with through the process of executing the operational and logistical tasks associated with running our events. These vendors include (but are not limited to) vendors such as mobile app providers. These vendors are prohibited from using your personal information for their promotional use or for renting, selling, or sharing your personal information at any time with any party.

When you visit our website to learn more about our events, we may collect certain other information automatically. This includes information such as what type of device you are accessing our events from or which pages on our website you visited. This information is not personally identifiable information. We use this information to improve our websites and create a more efficient experience for our website visitors.

You may opt our of receiving information from us at any time by using the "unsubscribe" feature available on the footer of any of the emails sent to you, or by emailing us at Events@Advisor2X.com.

When you pay to attend an event, your credit card information is not stored by our firm, but by the third party vendors we utilize to process payments.

While we make every attempt to protect the information you provide to us on our website, or through the vendors we utilize, please remember that no transaction performed over the internet can ever be guaranteed to be secure.

Any updates to our Privacy Policy will be made here.


210 Avondale Ave Suite 3
Wilmington, NC 28403