This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video knowing how smart advisors earn trust and set the foundation before talking portfolios. James unpacks why great planning starts with clarity around lifestyle, cash flow, and strategy — not product recommendations or asset allocation. You’ll learn how to ...
All content for Root Ready is the property of James Conole, CFP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video knowing how smart advisors earn trust and set the foundation before talking portfolios. James unpacks why great planning starts with clarity around lifestyle, cash flow, and strategy — not product recommendations or asset allocation. You’ll learn how to ...
Become a Highly Effective Advisor: Time Management & Productivity Tools
Root Ready
22 minutes
7 months ago
Become a Highly Effective Advisor: Time Management & Productivity Tools
Struggling to get meaningful work done despite your technical expertise and people skills? You're not alone. Every financial advisor knows the frustration of ending a busy day feeling like nothing important was accomplished. The culprit? It's not your ability – it's how you're managing your time and attention in a world designed to fragment both. In this eye-opening episode, I reveal why your morning routine holds the key to transforming your productivity and effectiveness as an advisor. Yo...
Root Ready
This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video knowing how smart advisors earn trust and set the foundation before talking portfolios. James unpacks why great planning starts with clarity around lifestyle, cash flow, and strategy — not product recommendations or asset allocation. You’ll learn how to ...
