Root Talks: What's the Difference Between Root Financial and Other Advisory Firms?

Ready For Retirement

James Conole, CFP®

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

5 • 706 Ratings

🗓️ 16 January 2025

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture prioritizes personalized care and intentional growth, from hiring advisors who embody Root's ethos to reinvesting in services like tax planning and es...

Transcript

Click on a timestamp to play from that location

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. Talbleed. This is another episode of Ready for Retirement. I'm your host,
0:36.8	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.
0:44.0	So last week, we talked about how do we hire advisors at Root?
0:48.2	How do you know if you reach out to Root, you're going to get that same vibe you get from watching James videos or my videos.
0:54.0	And we went into detail.
0:55.0	We talked about, hey, how do we hire?
0:57.6	And we use analogies almost like, hey, if we're a baseball team, right now, we want to help as many people as we can.
1:04.3	So we need some free agents.
1:05.6	But at the same time, we want to develop so that we're getting the best of the best, and they're growing right from
1:11.8	the roots, if you will. So today, it's going to be a little different spin where all of you
1:16.5	out there listening right now, many of you either have an advisor. You're wondering if you should get
1:21.7	an advisor. Maybe it's not today, but it's in the future. And you're just wondering,
1:25.5	why would I pick root over anyone else? And that's what we're going And you're just wondering, why would I pick Root over anyone else?
1:28.0	And that's what we're going to explore. So, James, if you were to describe Root in one word
	...

Transcript will be available on the free plan in -69 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from James Conole, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of James Conole, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.