Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 9 January 2025

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

James and Ari provide a behind-the-scenes look at Root Financial, shifting from typical financial strategies to how their team operates. They discuss Root’s intentional approach to maintaining consistency in financial advising through rigorous hiring practices and its structured training program, "Root University." James emphasizes the importance of aligning advisors with the firm's ethos to ensure clients receive a consistent and personalized experience. The hiring process focuses on cultura...

Transcript

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0:00.0	Welcome back to another podcast episode. Today's episode is not going to be the traditional retirement
0:04.2	planning, Roth conversion strategies, investment withdrawals, all the typical stuff. Instead, today is a look
0:10.0	behind the scenes at Root Financial. It's a conversation between myself and Ari Taublieb to talk about
0:14.2	how do we approach things at root so that we can help implement the strategies we talk about with our
0:18.5	clients. So if you're looking for specific tips and strategies,
0:21.6	awesome. I'm going to direct you to previous episodes or wait until next week's episode. But today
0:26.4	is not going to be that. Today is going to be a peek behind the scenes. And I hope you enjoy my
0:29.7	conversation with R.A. Taubbleed. This is another episode of Ready for Retirement. I'm your host,
0:36.9	James Cannell, and I'm here to teach you how to get the most of the life with your money.
0:40.5	And now, on to the episode.
0:44.1	Hey, James.
0:45.5	Hey, I.
0:46.9	Today is going to be a fun episode, and it's going to sound weird to hear this because you're a humble guy.
0:51.7	But a lot of people are reaching out to work at
0:54.3	root because of what they're hearing from you on the YouTube channel on the podcast. Similarly,
0:59.4	people are reaching out enjoying the type of content I'm putting out. And so a lot of you are
1:04.3	wondering, if I work with Root, do I get James one-on-one? And is he going to show up to my
1:09.2	Christmas party or is Ari going to come?
1:11.9	And the answer is we're involved, but what we want to show today is how do we select the
1:16.9	advisors that work at Root and what's the vibe and are you going to get the same philosophy?
1:21.4	Does that differ from one advisor to the next?
1:24.2	It's going to be fun.
	...

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