Root Ready
Want to Be a Better Advisor? Learn to Frame Wealth the Right Way
26:30
What if real wealth goes beyond money? In this episode of Root Ready, Harry Sommers joins James for a thoughtful conversation on redefining wealth—not just for clients, but for ourselves as advisors. Together, they explore a more expansive framework of financial planning that considers time, energy, relationships, and purpose. This isn’t about chasing higher balances. It’s about aligning…