Root Ready
By James Conole, CFP®
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Subscribers: 1
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Episodes: 29
Description
A podcast for growth-minded financial advisors
| Episode | Date |
|---|---|
|
How to Effectively Explain our Root Reserves Investment Strategy
|
Mar 25, 2026 |
|
If I Had to Launch My Planning Career Again, This Is Where I’d Start
|
Mar 11, 2026 |
|
The High Performance Playbook for Financial Advisors
|
Feb 25, 2026 |
|
Why Great Advisors Don’t Reinforce a Client’s Natural Tendencies
|
Feb 11, 2026 |
|
The One Communication Skill That Actually Changes Client Behavior
|
Jan 29, 2026 |
|
The Cockpit Problem: Why Clients Feel Lost in Your Financial Plan
|
Jan 14, 2026 |
|
How Great Advisors Deliver Bad News with Honesty and Empathy
|
Dec 31, 2025 |
|
The Logic Behind Our 5-Year Root Reserves Strategy
|
Dec 17, 2025 |
|
Why Clients Don’t Take Action—and How to Change It
|
Dec 10, 2025 |
|
Why We Wait Until the Third Meeting to Talk About Investments (and Why It Works)
|
Nov 19, 2025 |
|
Stop Talking About the Weather: Better Ways to Open Client Meetings
|
Nov 05, 2025 |
|
Stop Ending the Day Exhausted: A Playbook for Peak Performance
|
Oct 22, 2025 |
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How to Quickly Communicate the Real Value of Your Advice
|
Oct 01, 2025 |
|
Frame It Right: A Simple Shift That Changes Client Behavior
|
Sep 17, 2025 |
|
Getting Clients to Open Up: A Framework for Financial Advisors
|
Sep 03, 2025 |
|
The #1 Way to Be a Standout Team Member
|
Aug 20, 2025 |
|
Why You Feel Busy But Get Nothing Done
|
Aug 06, 2025 |
|
How Great Advisors Help Clients Face the Fear of Retirement
|
Jul 23, 2025 |
|
Want to Be a Better Advisor? Learn to Frame Wealth the Right Way
|
Jul 09, 2025 |
|
How to Master the Skills That Usually Only Come With Age
|
Jun 25, 2025 |
|
Politics and Planning: What’s the Right Balance for Advisors?
|
Jun 13, 2025 |
|
Keys to Nailing Withdrawal Rate Conversation with Clients
|
May 28, 2025 |
|
Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t
|
May 14, 2025 |
|
A Guide for Navigating Client Conversations When Markets Are Crazy
|
Apr 30, 2025 |
|
Become a Highly Effective Advisor: Time Management & Productivity Tools
|
Apr 16, 2025 |
|
How to Create Meaningful Conversations When Presenting Portfolio Performance to Clients
|
Apr 02, 2025 |
|
Your Role as an Advisor Is Not What You Think It Is
|
Mar 19, 2025 |
|
Defining the Six Core Standards of Financial Advisor Excellence
|
Mar 19, 2025 |
|
Root Ready Intro Episode: A Podcast for Growth-Minded Financial Advisors
|
Mar 19, 2025 |