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 knowing how smart advisors earn trust and set the foundation before talking portfolios.
James unpacks why great planning starts with clarity around lifestyle, cash flow, and strategy — not product recommendations or asset allocation. You’ll learn how to reframe client expectations, keep the process focused on what truly matters, and lead conversations that put life before numbers.
Because great advisors know the goal isn’t to manage money. It’s to help clients live better with it.
Listen to this episode to learn how to structure your meetings with intention, elevate your value beyond investments, and create a client experience that builds confidence from the very first conversation.
Submit a question for James here: https://rootreadypodcast.com/
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