Root Ready
James Conole, CFP®A podcast for growth-minded financial advisors
| Publishes | Twice monthly | Episodes | 39 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusiness | |||
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Latest Episodes
Most advisors get boxed in the second they pass their last exam. Study for the CFP, study for the Series exams, check the box — and somewhere along the way, the natural curiosity that made you good at this in the first place quietly disappears. That'... more
Every firm says the same thing when you ask what makes them different: "It's our culture." It's a word so overused it barely means anything anymore. In this episode, James and Eden go looking for what's actually underneath it — not the perks or the r... more
AI is coming for your job. Or is it?The fear is real — especially if you're early in your career watching AI take over tasks you just learned how to do. But the question isn't whether AI will change this industry. It already has. The question is whet... more
A client calls in scared. You have the data. You have the history. You know exactly what to say — and it still doesn't work.
The problem isn't your answer. It's your timing.
This episode breaks down the ACE Framework — Acknowledge, Clarify, Explain... more
Key Facts
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Reviews
- Amazing Resource 4 Aspiring Advisors
This is an amazing resource for any aspiring lead financial advisors teaching you the skills and reasoning behind real financial planning
Apple Podcasts5Mikelz15
United States9 months ago - 5 stars
Incredible podcast for advisors or just anyone who wants to learn and live a more fulfilling life.
Apple Podcasts5NoahBrandtUnited Statesa year ago - Phenomenal Content
The Root Ready podcast is amazing content. I have shared this with multiple advisors I work with. I love how practical the advice is. The advice has to be run through the filter of who the client is and where they are coming from for it to be effective.
Apple Podcasts5Daniel MieleUnited Statesa year ago - The Best Podcast for Advisors
I am biased, but this is the exact guidance advisors need, and is hard to find. I listened to ready for retirement as a means to develop as an advisor, now we have a direct podcast addressing advisor development. As a Root employee, I still find the Root Ready podcast constantly providing tips and mindset-development I haven’t thought of before. Thanks James for all you do.
Apple Podcasts5Lucas DurhamUnited Statesa year ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #232 | United States/Business/Careers |
Apple Podcasts | #225 |  New Zealand/Business/Careers |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Root Ready
What is Root Ready about and what kind of topics does it cover?
A practical, advisor-focused show that centers on modern financial planning, client communication, and lifecycle planning. Episodes mix actionable frameworks (like the Sequoia System and Root Reserves), storytelling techniques, and psychology-driven coaching to help financial professionals guide clients through retirement, risk, and lifestyle goals. Notable strengths include a clear emphasis on process over product, a habit of turning complex topics into repeatable steps, and a strong focus on improving client engagement and credibility through communication and empathy.
Where can I find podcast stats for Root Ready?
Rephonic provides a wide range of podcast stats for Root Ready. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Root Ready and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Root Ready get?
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What are the audience demographics for Root Ready?
Rephonic provides comprehensive predictive audience data for Root Ready, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does Root Ready have?
To see how many followers or subscribers Root Ready has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Root Ready?
These podcasts share a similar audience with Root Ready:
1. Ready For Retirement
2. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Perfect RIA
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
How many episodes of Root Ready are there?
Root Ready launched a year ago and published 39 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Root Ready?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Root Ready?
Rephonic pulls ratings and reviews for Root Ready from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Root Ready?
Rephonic provides full transcripts for episodes of Root Ready. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Root Ready?
Recent guests on Root Ready include:
1. Harry Sommers
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.