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 ...
Your Role as an Advisor Is Not What You Think It Is
Root Ready
12 minutes
8 months ago
Your Role as an Advisor Is Not What You Think It Is
A simple question from my dad years ago completely transformed my approach to financial advising: "What is your role as an advisor to your clients?" After several incorrect guesses, his answer stunned me with its clarity and wisdom - "Your role is to help organize your clients' thinking." This perspective shifted everything. While many of us excel at helping clients understand financial trade-offs, I've come to believe that's actually step two in the process. The first and most crucial step ...
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 ...
