Inside Root’s Growth Plan (And the Promise Refuse to Break) │ Root Talks

Ready For Retirement

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8d ago 17:47

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What happens when growth changes a company?

We’ve all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losing what made you special?

At Root, we think about growth differently. We use “anti-goals” to define what we never want to become, with checks in place so expansion never overshadows client experience or team wellbeing. That’s why we recently lowered our minimum investment from $2M to $1M. It wasn’t a quick decision. It came after expanding our team to ensure service stays exceptional.

Like Patagonia, we measure success by more than profit. For us, it’s about advisor engagement, client satisfaction, and building a place where our team wakes up energized to serve.

If you’re curious how companies can grow without losing their soul, we’d love to hear what brands you feel most connected to and why.

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. Brand Experience Exercise (00:00:00)

2. Managing Change (00:03:22)

3. Root's Philosophy on Growth (00:06:08)

4. Checks and Balances System (00:10:22)

5. Why Root Lowered Its Minimum (00:11:42)

6. Inspiration from Patagonia (00:14:58)

7. Closing Thoughts and Disclaimer (00:16:38)

313 episodes

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