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 ...
Ever end the day feeling busy but not productive? You’re not alone. In this episode, we tackle the productivity paradox that plagues so many advisors—being in constant motion without meaningful progress. Robert Brault said it best: “We are kept from our goal not by obstacles, but by a clear path to a lesser goal.” Lesser goals feel urgent, familiar, and instantly gratifying—but they rarely move the needle. Think emails, Slack messages, and quick wins that pull you away from deep, valuable wor...
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 ...
