Root Ready

A podcast for growth-minded financial advisors.


Root Financial Partners, LLC (“Root”) is a Registered Investment Adviser. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.

Stop Talking About the Weather: Better Ways to Open Client Meetings

Stop Talking About the Weather: Better Ways to Open Client Meetings
Frame It Right: A Simple Shift That Changes Client Behavior

Frame It Right: A Simple Shift That Changes Client Behavior
Why Root Advisors Wait Until the Third Meeting to Talk About Investments (and Why It Works)

Why Root Advisors Wait Until the Third Meeting to Talk About Investments (and Why It Works)
Stop Ending the Day Exhausted: A Playbook for Peak Performance

Stop Ending the Day Exhausted: A Playbook for Peak Performance
Keys to Nailing Withdrawal Rate Conversation with Clients

Keys to Nailing Withdrawal Rate Conversation with Clients
Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t

Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t