Root Ready

By: James Conole, CFP®

Category: Business

A podcast for growth-minded financial advisors

45 episodes available

Latest episodes of the podcast Root Ready

Here's a Better Answer than "It Depends" November 4, 2026

How Should You Respond When Asked "What is Your Investment Philosophy" October 21, 2026

What to Say When a Prospect Questions Your Fee October 7, 2026

Here's the right way to explain Monte Carlo scores to clients September 23, 2026

How to Say No Without Killing a Client's Excitement September 9, 2026

How Young Advisors Build Real Confidence (it's not more certifications) August 26, 2026

How Erin Talks Money Built 415k YouTube Subscribers (and Why She Joined Root) August 12, 2026

The Leadership Principles That Make Better Advisors (And Built Root's Culture) July 29, 2026

How Will AI Actually Change the Advisor's Job? July 15, 2026

Using The ACE Framework When a Client Wants to Sell Everything July 1, 2026

Don't Become a Clone: How Associate Advisors Develop Their Own Style June 17, 2026

The Worst Way to Handle a Performance Question (And What to Do Instead) June 3, 2026

We're Adding a Co-Host to Root Ready — Here's Why May 20, 2026

How to Help Clients Retire When Fear Is Holding Them Back May 6, 2026

The Why Behind Our Process: The Sequoia System Explained April 22, 2026

How to Speak With Authority as a Young Advisor (Without Knowing Everything) April 8, 2026

How to Effectively Explain our Root Reserves Investment Strategy March 25, 2026

If I Had to Launch My Planning Career Again, This Is Where I’d Start March 11, 2026

The High Performance Playbook for Financial Advisors February 25, 2026

Why Great Advisors Don’t Reinforce a Client’s Natural Tendencies February 11, 2026

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