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Personality in Motion: Roan Cannon Answers It All - Digging In - Rooted Wealth Advisors

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Manage episode 492318809 series 3320555
Content provided by Rooted Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rooted Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Loud, lively, and always full of surprises—Roan Cannon may be one of the youngest on the team, but he’s always making a big impression. In this Burning Questions episode of Digging In, host John Savarino dives into the fun side of Rooted’s outgoing Client Relationship Manager.
In this episode, you’ll learn:
• Unexpected facts about Roan that might just surprise you
• What drives his passion for people and connection
• How his extroverted energy enhances the client experience at Rooted
If you thought financial services couldn’t be fun—think again.
📞 Want to work with a team that brings energy, care, and personality to your retirement journey? Call (866) 766-8332 for a complimentary consultation.
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Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

80 episodes

Artwork
iconShare
 
Manage episode 492318809 series 3320555
Content provided by Rooted Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rooted Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Loud, lively, and always full of surprises—Roan Cannon may be one of the youngest on the team, but he’s always making a big impression. In this Burning Questions episode of Digging In, host John Savarino dives into the fun side of Rooted’s outgoing Client Relationship Manager.
In this episode, you’ll learn:
• Unexpected facts about Roan that might just surprise you
• What drives his passion for people and connection
• How his extroverted energy enhances the client experience at Rooted
If you thought financial services couldn’t be fun—think again.
📞 Want to work with a team that brings energy, care, and personality to your retirement journey? Call (866) 766-8332 for a complimentary consultation.
------
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
------
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

  continue reading

80 episodes

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