Root Ready
James Conole, CFP®A podcast for growth-minded financial advisors
| Publishes | Twice monthly | Episodes | 20 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | CareersBusiness | |||
Listen to this Podcast
Latest Episodes
This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video knowing ... more
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... more
Ever finish a day full of meetings or creative work and feel wiped out, even when you love what you do?
James did too, until one image changed how he looked at energy forever.
After seeing a scan of a “brain on meetings,” he realized the problem was... more
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 client... more
Key Facts
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Reviews
- 5 stars
Incredible podcast for advisors or just anyone who wants to learn and live a more fulfilling life.
Apple Podcasts5NoahBrandt
United States3 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 Podcasts5Daniel MieleUnited States5 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 Podcasts5Lucas DurhamUnited States7 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #134 | United States/Business/Careers |
Apple Podcasts | #190 |  Ireland/Business/Careers |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About Root Ready
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How many subscribers and views does Root Ready have?
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Which podcasts are similar to Root Ready?
These podcasts share a similar audience with Root Ready:
1. The Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Ready For Retirement
5. Stay Wealthy Retirement Podcast
How many episodes of Root Ready are there?
Root Ready launched 9 months ago and published 20 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?
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Where can I see ratings and reviews for Root Ready?
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