Root Ready
A podcast for growth-minded financial advisors
Podcasting since 2025 • 32 episodes
Root Ready
Latest Episodes
The Why Behind Our Process: The Sequoia System Explained
Every advisor has felt it — a client comes in with a specific question, a pressing concern, or a tactical problem they want solved immediately. Roth conversions. Social Security. Investments. Insurance. And the instinct is to answer it.B...
•
19:11
How to Speak With Authority as a Young Advisor (Without Knowing Everything)
Most young advisors think authority comes later. After more designations. More gray hair. More years in the chair. But this episode makes a different case: authority is built long before you know everything — and it starts with how you communic...
•
26:02