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...
Root Ready Intro Episode: A Podcast for Growth-Minded Financial Advisors
Root Ready
12 minutes
7 months ago
Root Ready Intro Episode: A Podcast for Growth-Minded Financial Advisors
What does it truly mean to be an exceptional financial advisor in today's world? The answer goes far beyond technical designations or sales ability. The Root Ready podcast tackles a critical gap in advisor development. While the industry often laments talent shortages, the real issue lies in how we're preparing advisors to excel. James Conole, founder of Root Financial, shares a compelling vision for what advisor excellence should look like, drawing parallels to institutions like Mayo Clinic...
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...
