Root Ready
A podcast for growth-minded financial advisors
Root Ready
Latest Episodes
How Erin Talks Money Built 415k YouTube Subscribers (and Why She Joined Root)
Most advisors get boxed in the second they pass their last exam. Study for the CFP, study for the Series exams, check the box — and somewhere along the way, the natural curiosity that made you good at this in the first place quietly disappears....
The Leadership Principles That Make Better Advisors (And Built Root's Culture)
Every firm says the same thing when you ask what makes them different: "It's our culture." It's a word so overused it barely means anything anymore. In this episode, James and Eden go looking for what's actually underneath it — not the perks or...
How Will AI Actually Change the Advisor's Job?
AI is coming for your job. Or is it?The fear is real — especially if you're early in your career watching AI take over tasks you just learned how to do. But the question isn't whether AI will change this industry. It already has. The question i...
Using The ACE Framework When a Client Wants to Sell Everything
A client calls in scared. You have the data. You have the history. You know exactly what to say — and it still doesn't work.The problem isn't your answer. It's your timing.This episode breaks down the ACE Framework — Acknowledge...
Don't Become a Clone: How Associate Advisors Develop Their Own Style
Most associate advisors start the same way — trying to say things exactly right. Exactly like their lead. Exactly like the CEO would want. Like running a script instead of having a conversation.The problem isn't effort. It's the wrong g...