This episode of Root Ready dives into the art of first impressions: why small talk isn’t small and how skipping the weather talk might be the smartest move you make. Whether you’re a new advisor or a seasoned planner, this conversation unpacks how to show confidence, warmth, and leadership from the moment a meeting starts. James shares practical strategies for opening virtual meetings in a way that builds genuine rapport and trust without sounding scripted. From the psychology of posture and...
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This episode of Root Ready dives into the art of first impressions: why small talk isn’t small and how skipping the weather talk might be the smartest move you make. Whether you’re a new advisor or a seasoned planner, this conversation unpacks how to show confidence, warmth, and leadership from the moment a meeting starts. James shares practical strategies for opening virtual meetings in a way that builds genuine rapport and trust without sounding scripted. From the psychology of posture and...
Getting Clients to Open Up: A Framework for Financial Advisors
Root Ready
24 minutes
2 months ago
Getting Clients to Open Up: A Framework for Financial Advisors
Advisors often face a gap between what clients ask for and what they truly need. Retirement projections and tax strategies are important, but beneath them is a deeper desire for clarity, purpose, and a meaningful life. In this episode of Root Ready, James shares a framework that builds trust and guides conversations beyond the numbers. Research shows people view their future selves like strangers, which makes long-term decisions difficult. Reframing choices through the question “What would my...
Root Ready
This episode of Root Ready dives into the art of first impressions: why small talk isn’t small and how skipping the weather talk might be the smartest move you make. Whether you’re a new advisor or a seasoned planner, this conversation unpacks how to show confidence, warmth, and leadership from the moment a meeting starts. James shares practical strategies for opening virtual meetings in a way that builds genuine rapport and trust without sounding scripted. From the psychology of posture and...
