• Behind The Scenes At Root: How Do We Select Our Advisors?

  • 2025/03/05
  • 再生時間： 25 分
  • ポッドキャスト

Behind The Scenes At Root: How Do We Select Our Advisors?

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  • Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Financial, highlighting our unique approach to hiring and training advisors to ensure consistent client experiences.

    • Discusses the importance of advisor alignment with client goals
    • Explores the internal training program, Root University
    • Addresses the cultural fit in hiring and selecting advisors
    • Highlights the investment in advisor satisfaction and success
    • Brings up the key differences between Root Financial and other firms

    If you're interested in seeing how we help our clients at Root Financial get the most out of life with their money, be sure to visit us at www.rootfinancialpartners.com.


    Create Your Custom Early Retirement Strategy Here

    Get access to the same software I use for my clients and join the Early Retirement Academy here

    Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
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あらすじ・解説

Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Financial, highlighting our unique approach to hiring and training advisors to ensure consistent client experiences.

• Discusses the importance of advisor alignment with client goals
• Explores the internal training program, Root University
• Addresses the cultural fit in hiring and selecting advisors
• Highlights the investment in advisor satisfaction and success
• Brings up the key differences between Root Financial and other firms

If you're interested in seeing how we help our clients at Root Financial get the most out of life with their money, be sure to visit us at www.rootfinancialpartners.com.


Create Your Custom Early Retirement Strategy Here

Get access to the same software I use for my clients and join the Early Retirement Academy here

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
続きを読む 一部表示

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