Root Ready
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16 h 30 min
Here's the right way to explain Monte Carlo scores to clients
Root Ready
30:49
How to say no without killing a client's excitement
Root Ready
32:05
How young advisors build real confidence (it's not more certifications)
Root Ready
40:55
How Erin Talks Money Built 415k YouTube Subscribers (and Why She Joined Root)
Root Ready
26:54
The Leadership Principles That Make Better Advisors (And Built Root's Culture)
Root Ready
40:40
How Will AI Actually Change the Advisor's Job?
Root Ready
38:32
Using The ACE Framework When a Client Wants to Sell Everything
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32:09
Don't Become a Clone: How Associate Advisors Develop Their Own Style
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37:47
The Worst Way to Handle a Performance Question (And What to Do Instead)
Root Ready
32:34
We're Adding a Co-Host to Root Ready — Here's Why
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23:37
How to Help Clients Retire When Fear Is Holding Them Back
Root Ready
19:23
The Why Behind Our Process: The Sequoia System Explained
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19:11
How to Speak With Authority as a Young Advisor (Without Knowing Everything)
Root Ready
26:02
How to Effectively Explain our Root Reserves Investment Strategy
Root Ready
24:37
If I Had to Launch My Planning Career Again, This Is Where I’d Start
Root Ready
23:40
The High Performance Playbook for Financial Advisors
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26:12
Why Great Advisors Don’t Reinforce a Client’s Natural Tendencies
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10:03
The One Communication Skill That Actually Changes Client Behavior
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21:23
The Cockpit Problem: Why Clients Feel Lost in Your Financial Plan
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12:51
How Great Advisors Deliver Bad News with Honesty and Empathy
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26:38
The Logic Behind Our 5-Year Root Reserves Strategy
Root Ready
23:37
Why Clients Don’t Take Action—and How to Change It
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17:28
Why We Wait Until the Third Meeting to Talk About Investments (and Why It Works)
Root Ready
22:57
Stop Talking About the Weather: Better Ways to Open Client Meetings
Root Ready
19:37
Stop Ending the Day Exhausted: A Playbook for Peak Performance
Root Ready
17:45
How to Quickly Communicate the Real Value of Your Advice
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25:05
Frame It Right: A Simple Shift That Changes Client Behavior
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11:58
Getting Clients to Open Up: A Framework for Financial Advisors
Root Ready
24:09
The #1 Way to Be a Standout Team Member
Root Ready
25:44
Why You Feel Busy But Get Nothing Done
Root Ready
20:47
How Great Advisors Help Clients Face the Fear of Retirement
Root Ready
25:08
Want to Be a Better Advisor? Learn to Frame Wealth the Right Way
Root Ready
26:30
How to Master the Skills That Usually Only Come With Age
Root Ready
26:00
Politics and Planning: What’s the Right Balance for Advisors?
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17:15
Keys to Nailing Withdrawal Rate Conversation with Clients
Root Ready
23:28
Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t
Root Ready
22:42
A Guide for Navigating Client Conversations When Markets Are Crazy
Root Ready
30:55
Become a Highly Effective Advisor: Time Management & Productivity Tools
Root Ready
22:50
How to Create Meaningful Conversations When Presenting Portfolio Performance to Clients
Root Ready
27:59
Your Role as an Advisor Is Not What You Think It Is
Root Ready
12:36
