Root Ready
Why Clients Don’t Take Action—and How to Change It
17:28
What if the single biggest unlock for your advisory practice is the smallest move on your calendar? We dive into the habit that quietly drives win rates, client follow-through, and delivery quality: scheduling the next step before the call ends. Not pressure, not pushiness—just smart momentum management rooted in how humans actually behave. We start with the real reason great prospect calls go…