Rephonic
Artwork for Root Ready

A podcast for growth-minded financial advisors

PublishesTwice monthlyEpisodes26Foundeda year ago
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Artwork for Root Ready

Latest Episodes

Most advisors genuinely want to help their clients feel confident — but sometimes the instinct to reassure can quietly work against great planning.

This episode addresses a subtle but critical truth in advice: great advisors don’t simply reinforce w... more

Most advisors don’t struggle with knowledge. They struggle with getting that knowledge to actually land.

This episode explores one of the most important (and most overlooked) skills in advice: why facts alone rarely change client behavior, and how s... more

As advisors, we live inside financial plans every day. We know which assumptions matter, which ones barely move the needle, and which levers actually change outcomes. The problem? Clients don’t see the plan the way we do.

This episode tackles one of... more

Every advisor eventually faces the conversation they wish they could avoid — the moment a plan reveals that a client’s expectations don’t match reality. Not a small adjustment. Not a simple tweak. But a result that asks for real change.

This episode... more

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Reviews

5.0 out of 5 stars from 22 ratings
  • 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 Podcasts
    5
    Mikelz15
    United States3 months ago
  • 5 stars

    Incredible podcast for advisors or just anyone who wants to learn and live a more fulfilling life.

    Apple Podcasts
    5
    NoahBrandt
    United States6 months 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 Podcasts
    5
    Daniel Miele
    United States7 months 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 Podcasts
    5
    Lucas Durham
    United States10 months ago

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How many episodes of Root Ready are there?

Root Ready launched a year ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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