Root Ready

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44 atal

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