This is going to be a fun episode. I say that most weeks because I think they are all very fun.

But the past few weeks we've been discussing behind the scenes at root, what does team building look like?

How are we actually building a team that makes it? So for all clients and listeners and viewers that we're really giving the optimal experience, we talked about what's the difference when you work with one advisor versus another. Today is really the final step there where we're going to be talking about

the culture at root. This is another episode of Ready for Retirement. I'm your host, James Connell,

and I'm here to teach you how to get the most of the life with your money. And now, on to the episode.

We recently brought on a head of culture.

Now, we are a financial firm. Why the heck would we do that? And how does that relate, should I say translate, to the client experience? Well, what we want to go into in detail today is not just

why we have a head of culture, but how do

advisors get compensated? Like you want to know the behind the scenes truly of what does it

mean when you're a root client to know that you are really getting the most out of your money?

Because this is money you work very hard for. We want to make sure that we are giving you that

optimal experience. And we want to show you why. So today, we want to make sure that we are giving you that optimal experience

and we want to show you why. So today we're going to hop into head of culture. Why the heck did

you hire someone with the title head of culture, James? Yeah, good question. For you asking like,

why is that even a question? This is a podcast about Roth conversions and estate planning and tech.

Yes, it is. That being said, for those who don't know, we said this RA and I are part of Root Financial. And Root Financial, we are a team of advisors helping clients to implement these strategies that we talk about all the time. And a lot of clients listen to this podcast, a lot of prospective clients listen to this podcast and have these types of questions. And I think really what we're trying to build is something that's different. And it's different so that we can better serve our clients.

So traditionally, it's just, okay, I've got an advisor. My advisor pick some stocks from me or pick

some mutual funds for me. And that's their job. They're off in their office doing that.

And I think the industry has evolved so much in terms of what does an advisor do. And we want to be on the, hopefully, the cutting edge of

what that evolution looks like in terms of what is the value that we can provide to clients

look like. And a big part of that is, I guess I'll say a big part of the client experience comes down to

the team experience.

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