This is another episode of Ready for Retirement.

I'm your host, James Cannell, and I'm here to teach you how to get the most of the life with your money.

And now, on to the episode.

One of the cool things at Rue is we have a lot of different roles.

There are people that help on the back end of how do we actually open accounts, how do we transfer assets,

then there's people who are actually leading these conversations with clients,

many of you listening or those who are inquiring about becoming a new client.

What we get to do today is break down.

What are those different levels?

Are you someone who's opening accounts that eventually wants to be someone who

manages relationships?

Do you want to be more on the operation side, compliance?

Today we'll be focusing on the advisory side.

And we do have a few different levels, which is so that your advisor can continue to grow and develop,

and that we can continue to make sure the route is a world-class experience for all clients.

Yes, and so this Roots talks, we're going to be talking about that.

And I think the key difference or the key thing to know, Ari, is that there's a very big difference between selling a product and selling a service.

So if someone's selling a product, let's say it's a, I don't know, Honda Civic or it's a T-shirt or it's an iPhone.

It doesn't matter what it is.

Like wherever you buy that Honda Civic, you're getting a Honda Civic.

Wherever you buy that iPhone, you're getting an iPhone.

Whether you buy, wherever you buy that T-shirt, you're probably going to get that same T-shirt, that same double-double, whatever it is. And so that is a product.

...