EPISODE · Mar 20, 2025 · 15 MIN
Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
from Ready For Retirement · host James Conole, CFP®
How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise.James shares a personal story from the early Covid days, highlighting how mindset and self-care helped him show up for clients.The takeaway? A great advisor isn’t just there for the good times—they’re prepared to guide you through the tough ones, too.Submit your request to join James:On the Ready For Retirement podcast: Apply HereOn a Retirement Makeover episode: Apply Here Timestamps:0:00 - About Root Collective0:56 - Making a serious topic fun2:07 - A lesson from Covid5:06 - "Fun" is being prepared8:04 - Emotional downtimes require a team11:27 - On building trust13:33 - Wrap-upCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise. James shares a personal story from the early Covid days, highlighting how mindset and self-care helped him show up for clients. The takeaway? A great advisor isn’t just there for the good times—they’re prepared to guide you through the tough ones, too. Subm...
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Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
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