Root Ready
A podcast for growth-minded financial advisors
Root Ready
Latest Episodes
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...
The Worst Way to Handle a Performance Question (And What to Do Instead)
It’s one of the most uncomfortable moments for advisors.A new prospect sits down, and before you’ve even had a chance to explain your process, they ask:“What’s your performance?”For many advisors, that question immediate...
We're Adding a Co-Host to Root Ready — Here's Why
Most advice sounds good in theory.Have clear priorities. Focus your time. Build great habits. Follow the process.But for many advisors — especially those early in their careers — the real challenge isn’t understanding the princi...
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...