How To Know You’ve Found The Right Financial Advisor │ Root Talks Ready For Retirement podcast

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How to Know You’ve Found the Right Financial Advisor │ Root Talks

2d ago 18:18

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What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, business partners, and even loved ones.

They explain how what we call a gut feeling is actually condensed pattern recognition, your brain quietly scanning countless experiences to guide your decisions before you can put words to it. This is why many Root clients engage with our content for months before reaching out. They are building trust, alignment, and confidence long before the first conversation.

You’ll also get a behind-the-scenes look at how Root designs every client touchpoint to create that same sense of connection—from videos and the first call with our client success manager Jay to the advisor relationship itself. James shares how Root’s hiring process focuses not just on technical skill but on whether a candidate evokes the same feeling of trust clients get from our content. Ari reflects on how intuition plays a role in personal relationships too, bridging the gap between professional and personal trust.

As Root grows, James and Ari discuss how we preserve our culture through decentralized command, empowering advisors to deliver personalized guidance while staying true to our philosophy.

If you are searching for a financial advisor who makes you feel understood and confident about your future, explore our Root Drops and Advisor Unplugged series on our website on YouTube channel. Because the right advisor is not just about credentials or knowledge, it is about finding someone who feels right.

Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.
The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.
Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements
Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.

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Chapters

1. Power Behind Relationships (00:00:00)

2. The Feeling Behind Good Connections (00:01:59)

3. Building Root's Client Experience (00:05:27)

4. Creating a Culture of Excellence (00:08:00)

5. Maintaining Culture During Growth (00:12:56)

6. Meet Our Advisors (00:16:33)

7. Disclaimer (00:17:55)

317 episodes

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