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...
All content for Root Ready is the property of James Conole, CFP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
How to Quickly Communicate the Real Value of Your Advice
Root Ready
25 minutes
1 month ago
How to Quickly Communicate the Real Value of Your Advice
Advisors often stumble when they try to prove their worth by listing services. Tax planning, investments, estate documents... it can feel like noise to a prospect who just hears “another $27,000 a year.” What really moves the needle is helping clients connect their unspoken fears and goals to the value you deliver. The truth is, the skills that got someone to a $7 million net worth aren’t always the same ones that will protect it in retirement. They may not need you to be “okay,” but they ma...
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...
