Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building
- Root Talks: Behind the Scenes at Root Financial: How We Approach Team Building James Conole, CFP® 24:50
James and Ari provide a behind-the-scenes look at Root Financial, shifting from typical financial strategies to how their team operates. They discuss Root’s intentional approach to maintaining consistency in financial advising through rigorous hiring practices and its structured training program, “Root University.” James emphasizes the importance of aligning advisors with the firm's ethos to ensure clients receive a consistent and personalized experience. The hiring process focuses on cultural fit, technical skills, and a shared philosophy of integrating financial planning with life goals.
Ari highlights the collaborative and values-driven workplace culture, sharing anecdotes about the thorough training process and the effort to foster long-term Relationships with both clients and staff. They also hint at future episodes that will cover Root’s unique approach and plans for Growth, aiming to deliver impactful services while creating a workplace where advisors thrive.
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 – A peek behind the scenes
2:04 – The Root process
5:08 – The hiring process
9:08 – Associates vs lead advisors
12:31 – Book vs real-world smarts
15:11 – Who's Louis?
16:56 – Root advisors love their jobs
20:22 – Advisors choose their clients
21:37 – Future episodes
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