Every advisor knows the hardest part of portfolio conversations isn’t the math, it’s helping clients feel safe enough to stay invested. And nothing tests that more than explaining why five years in reserves isn’t just a rule… it’s a ri...

What if the single biggest unlock for your advisory practice is the smallest move on your calendar? We dive into the habit that quietly drives win rates, client follow-through, and delivery quality: scheduling the next step before the call ends...

This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video kn...

This episode of Root Ready dives into the art of first impressions: why small talk isn’t small and how skipping the weather talk might be the smartest move you make. Whether you’re a new advisor or a seasoned planner, this conversation unpacks ...

Ever finish a day full of meetings or creative work and feel wiped out, even when you love what you do?James did too, until one image changed how he looked at energy forever.After seeing a scan of a “brain on meetings,” he r...