ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

Root Ready

Root Ready

Por: James Conole, CFP®

A podcast for growth-minded financial advisors

18 episodios disponibles

Latest episodes of the podcast Root Ready

Stop Ending the Day Exhausted: A Playbook for Peak Performance 22/10/2025

How to Quickly Communicate the Real Value of Your Advice 01/10/2025

Frame It Right: A Simple Shift That Changes Client Behavior 17/09/2025

Getting Clients to Open Up: A Framework for Financial Advisors 03/09/2025

The #1 Way to Be a Standout Team Member 20/08/2025

Why You Feel Busy But Get Nothing Done 06/08/2025

How Great Advisors Help Clients Face the Fear of Retirement 23/07/2025

Want to Be a Better Advisor? Learn to Frame Wealth the Right Way 09/07/2025

How to Master the Skills That Usually Only Come With Age 25/06/2025

Politics and Planning: What’s the Right Balance for Advisors? 13/06/2025

Keys to Nailing Withdrawal Rate Conversation with Clients 28/05/2025

Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t 14/05/2025

A Guide for Navigating Client Conversations When Markets Are Crazy 30/04/2025

Become a Highly Effective Advisor: Time Management & Productivity Tools 16/04/2025

How to Create Meaningful Conversations When Presenting Portfolio Performance to Clients 02/04/2025

Your Role as an Advisor Is Not What You Think It Is 19/03/2025

Defining the Six Core Standards of Financial Advisor Excellence 19/03/2025

Root Ready Intro Episode: A Podcast for Growth-Minded Financial Advisors 19/03/2025