
A podcast for growth-minded financial advisors
| Publishes | Twice monthly | Episodes | 26 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessCareers | |||

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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This is an amazing resource for any aspiring lead financial advisors teaching you the skills and reasoning behind real financial planning
Incredible podcast for advisors or just anyone who wants to learn and live a more fulfilling life.
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.
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.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #135 | |
Apple Podcasts | #227 |
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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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. Retirement Planning Education, with Andy Panko
4. Stay Wealthy Retirement Podcast
5. Retirement Starts Today
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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