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 ...
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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 ...
Defining the Six Core Standards of Financial Advisor Excellence
Root Ready
25 minutes
8 months ago
Defining the Six Core Standards of Financial Advisor Excellence
What separates truly exceptional financial advisors from the merely adequate ones? It's not credentials, years of experience, or even what firm they've worked for – it's something more fundamental. In this foundational episode of the Root Ready podcast, we define the six core standards that constitute excellence in financial advising. Drawing from thousands of advisor interactions and assessments, we've distilled what it truly means to be "Root Ready" – our internal benchmark for advisor exc...
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 ...
