Every advisor eventually faces the conversation they wish they could avoid — the moment a plan reveals that a client’s expectations don’t match reality. Not a small adjustment. Not a simple tweak. But a result that asks for real change. This episode of Root Ready tackles one of the hardest responsibilities in advice: how to tell a client their plan won’t work without breaking trust, crushing hope, or damaging the relationship. It’s not about sugarcoating the truth. And it’s not about hiding ...
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Every advisor eventually faces the conversation they wish they could avoid — the moment a plan reveals that a client’s expectations don’t match reality. Not a small adjustment. Not a simple tweak. But a result that asks for real change. This episode of Root Ready tackles one of the hardest responsibilities in advice: how to tell a client their plan won’t work without breaking trust, crushing hope, or damaging the relationship. It’s not about sugarcoating the truth. And it’s not about hiding ...
Why Clients Don’t Take Action—and How to Change It
Root Ready
17 minutes
1 month ago
Why Clients Don’t Take Action—and How to Change It
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 cold. Clients spend energy to reach out, prepare, and show up; that’s peak momentum. Then life intr...
Root Ready
Every advisor eventually faces the conversation they wish they could avoid — the moment a plan reveals that a client’s expectations don’t match reality. Not a small adjustment. Not a simple tweak. But a result that asks for real change. This episode of Root Ready tackles one of the hardest responsibilities in advice: how to tell a client their plan won’t work without breaking trust, crushing hope, or damaging the relationship. It’s not about sugarcoating the truth. And it’s not about hiding ...
