Connecting Outside of the Conference Room - Digging In - Rooted Wealth Advisors

In this episode of Digging In, Host John Savarino sits down with Joette Walter, Rooted’s Client Relationship Manager, to discuss her role on the front lines of Rooted Wealth. Joette explains how important it is to have a personal touch in the world of wealth management – every client is different, and every connection is key! They dive into what Rooted stands for: creating relationships. We learn more about what retirement looks like for Joette, and why it’s so important to step out of your comfort zone to find the right plan for you.📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation.------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram -   / rooted_retirement  Facebook -   / rootedwealthadvisors  LinkedIN -   / rootedwealthadvisors  ------Rooted Wealth Advisors is an investment adviser registered under the Investment Advisers Act of1940. Registration as an investment adviser does not imply any level of skill or training.The oral and written communications of an adviser provide you with information aboutwhich you determine to hire or retain an adviser. For more information please visit:https://adviserinfo.sec.gov and search for our firm name. This has been provided forinformational purposes only and is not intended as legal or investment advice or arecommendation of any particular security or strategy. The investment strategy andthemes discussed herein may be unsuitable for investors depending on their specificinvestment objectives and financial situation. Information obtained from third-partysources is believed to be reliable though its accuracy is not guaranteed. Opinionsexpressed in this commentary reflect subjective judgments of the author based onconditions at the time of publication and are subject to change without notice. Pastperformance is not indicative of future results.