How Do We Build The Best Team In The Financial Industry?

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the personalized attention they deserve.At Root, we’re intentional about avoiding the usual industry traps, like overloading advisors with massive client lists or sales quotas that can compromise service. Instead, we focus on sustainable growth, aligning our goals with yours and using tools like OKRs (Objectives and Key Results) to stay on track.With a Net Promoter Score of 91—well above the industry average—we’re proving that building a strong internal culture leads to happier clients and better outcomes.⏱Timestamps:⏱0:00 - Company culture affects clients4:08 - Ari's quick story5:59 - Hiring a Head of Culture10:54 - Advisors have how many clients?14:24 - NPS and retention rate17:28 - OKRs20:57 - What makes Root differentCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA  is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.