All Episodes
Root Ready — 32 episodes
How to Help Clients Retire When Fear Is Holding Them Back
The Why Behind Our Process: The Sequoia System Explained
How to Speak With Authority as a Young Advisor (Without Knowing Everything)
How to Effectively Explain our Root Reserves Investment Strategy
If I Had to Launch My Planning Career Again, This Is Where I’d Start
The High Performance Playbook for Financial Advisors
Why Great Advisors Don’t Reinforce a Client’s Natural Tendencies
The One Communication Skill That Actually Changes Client Behavior
The Cockpit Problem: Why Clients Feel Lost in Your Financial Plan
How Great Advisors Deliver Bad News with Honesty and Empathy
The Logic Behind Our 5-Year Root Reserves Strategy
Why Clients Don’t Take Action—and How to Change It
Why We Wait Until the Third Meeting to Talk About Investments (and Why It Works)
Stop Talking About the Weather: Better Ways to Open Client Meetings
Stop Ending the Day Exhausted: A Playbook for Peak Performance
How to Quickly Communicate the Real Value of Your Advice
Frame It Right: A Simple Shift That Changes Client Behavior
Getting Clients to Open Up: A Framework for Financial Advisors
The #1 Way to Be a Standout Team Member
Why You Feel Busy But Get Nothing Done
How Great Advisors Help Clients Face the Fear of Retirement
Want to Be a Better Advisor? Learn to Frame Wealth the Right Way
How to Master the Skills That Usually Only Come With Age
Politics and Planning: What’s the Right Balance for Advisors?
Keys to Nailing Withdrawal Rate Conversation with Clients
Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t
A Guide for Navigating Client Conversations When Markets Are Crazy
Become a Highly Effective Advisor: Time Management & Productivity Tools
How to Create Meaningful Conversations When Presenting Portfolio Performance to Clients
Your Role as an Advisor Is Not What You Think It Is
Defining the Six Core Standards of Financial Advisor Excellence
Root Ready Intro Episode: A Podcast for Growth-Minded Financial Advisors