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44 Folgen

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