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Root Ready

James Conole, CFP®

A podcast for growth-minded financial advisors

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Episodios

44 episodios

  1. How Should You Respond When Asked "What is Your Investment Philosophy" 27:08
  2. What to Say When a Prospect Questions Your Fee 21:44
  3. Here's the right way to explain Monte Carlo scores to clients 30:49
  4. How to Say No Without Killing a Client's Excitement 32:05
  5. How Young Advisors Build Real Confidence (it's not more certifications) 40:55
  6. How Erin Talks Money Built 415k YouTube Subscribers (and Why She Joined Root) 26:54
  7. The Leadership Principles That Make Better Advisors (And Built Root's Culture) 40:40
  8. How Will AI Actually Change the Advisor's Job? 38:32
  9. Using The ACE Framework When a Client Wants to Sell Everything 32:09
  10. Don't Become a Clone: How Associate Advisors Develop Their Own Style 37:47
  11. The Worst Way to Handle a Performance Question (And What to Do Instead) 32:34
  12. We're Adding a Co-Host to Root Ready — Here's Why 23:37
  13. How to Help Clients Retire When Fear Is Holding Them Back 19:23
  14. The Why Behind Our Process: The Sequoia System Explained 19:11
  15. How to Speak With Authority as a Young Advisor (Without Knowing Everything) 26:02
  16. How to Effectively Explain our Root Reserves Investment Strategy 24:37
  17. If I Had to Launch My Planning Career Again, This Is Where I’d Start 23:40
  18. The High Performance Playbook for Financial Advisors 26:12
  19. Why Great Advisors Don’t Reinforce a Client’s Natural Tendencies 10:03
  20. The One Communication Skill That Actually Changes Client Behavior 21:23
  21. The Cockpit Problem: Why Clients Feel Lost in Your Financial Plan 12:51
  22. How Great Advisors Deliver Bad News with Honesty and Empathy 26:38
  23. The Logic Behind Our 5-Year Root Reserves Strategy 23:37
  24. Why Clients Don’t Take Action—and How to Change It 17:28
  25. Why We Wait Until the Third Meeting to Talk About Investments (and Why It Works) 22:57
  26. Stop Talking About the Weather: Better Ways to Open Client Meetings 19:37
  27. Stop Ending the Day Exhausted: A Playbook for Peak Performance 17:45
  28. How to Quickly Communicate the Real Value of Your Advice 25:05
  29. Frame It Right: A Simple Shift That Changes Client Behavior 11:58
  30. Getting Clients to Open Up: A Framework for Financial Advisors 24:09
  31. The #1 Way to Be a Standout Team Member 25:44
  32. Why You Feel Busy But Get Nothing Done 20:47
  33. How Great Advisors Help Clients Face the Fear of Retirement 25:08
  34. Want to Be a Better Advisor? Learn to Frame Wealth the Right Way 26:30
  35. How to Master the Skills That Usually Only Come With Age 26:00
  36. Politics and Planning: What’s the Right Balance for Advisors? 17:15
  37. Keys to Nailing Withdrawal Rate Conversation with Clients 23:28
  38. Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t 22:42
  39. A Guide for Navigating Client Conversations When Markets Are Crazy 30:55
  40. Become a Highly Effective Advisor: Time Management & Productivity Tools 22:50
  41. How to Create Meaningful Conversations When Presenting Portfolio Performance to Clients 27:59
  42. Your Role as an Advisor Is Not What You Think It Is 12:36
  43. Defining the Six Core Standards of Financial Advisor Excellence 25:53
  44. Root Ready Intro Episode: A Podcast for Growth-Minded Financial Advisors 12:44