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Artwork for Root Ready
Financial Planning
Financial Advising
Financial Advisors
Retirement Planning
Client Experience
Root Financial
Investment Strategies
Withdrawal Rates
Client Relationships
Time Management
Training and Development
Associate Financial Advisors
Growth-Minded Advisors
Emotional Intelligence In Finance
Technology In Finance
Roth Conversions
Political Conversations
Career Development
Client Portfolio Performance
Portfolio Management

A podcast for growth-minded financial advisors

PublishesTwice monthlyEpisodes28Foundeda year ago
Number of ListenersCategories
CareersBusiness

Listen to this Podcast

Artwork for Root Ready

Latest Episodes

Every young advisor eventually asks the same question:

Where should I start?

Broker dealer or RIA?

Big firm or small firm?

Join something established or build something from scratch?

In this episode, James answers a listener question that goes dee... more

But what if the real differentiator isn’t what you know — it’s how you perform?

In this episode, James reframes what it actually means to become a high-performing financial advisor. Using the analogy of elite athletes, he challenges advisors to thin... more

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

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

Recent Guests

Harry Sommers
A Financial Advisor at Root
Root Ready
Episode: Want to Be a Better Advisor? Learn to Frame Wealth the Right Way

Host

James Kanol
Host with a deep focus on financial advising and development, sharing strategies and insights for financial professionals.

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 States4 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 States7 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 States8 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 Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many note the quality of the host's expertise and the actionable nature of the discussions.
The content is frequently described as essential and timely for financial advisors looking to grow in their careers.
Reviews reflect a high level of satisfaction among those seeking relevant insights into various aspects of financial advising.
Listeners appreciate the practical advice delivered throughout the episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#77
Ireland/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

Want to Be a Better Advisor? Learn to Frame Wealth the Right Way
Q: What advice or guidance would you have for that advisor?
Harry emphasizes the importance of active listening, understanding client's values, and building patient relationships.
Want to Be a Better Advisor? Learn to Frame Wealth the Right Way
Q: What mistakes have you made, Harry, as you are getting in this industry?
Harry shares that focusing too much on dollars and traditional measures of wealth was a common pitfall.
How Great Advisors Deliver Bad News with Honesty and Empathy
Q: What's the most effective way to approach that conversation with empathy and honesty without overwhelming or discouraging them?
The key is to care more about the client's success than their perception of you, focusing on understanding their outcomes and presenting information as trade-offs.
The #1 Way to Be a Standout Team Member
Q: How can a new advisor make an immediate impact on their team?
By prioritizing building relationships with team members, showing care, and being open to influence.
Why Great Advisors Don’t Reinforce a Client’s Natural Tendencies
Q: How do you balance the mindset of guarding against regret with ensuring clients are prepared for worst-case scenarios?
Zeke is curious about preparing clients for future uncertainties while also encouraging them to enjoy their lives today, focusing on stress testing financial plans and recognizing biases.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Root Ready

What is Root Ready about and what kind of topics does it cover?

Focused on the development and growth of financial advisors, this podcast explores a variety of topics that are crucial for success in the financial services industry. Episodes tackle important themes such as client communication, effective advising, investment strategies, and the psychological aspects of financial planning. The host shares insights on performance optimization, strategic planning, and client engagement, often illustrating these concepts with practical examples and personal anecdotes. The podcast likely serves as a valuable resource for advisors looking to enhance their practices and achieve better outcomes for their clients, while also promoting a mindset geared towards continuous improvement and professional growth.

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?

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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.

How many episodes of Root Ready are there?

Root Ready launched a year ago and published 28 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?

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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?

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What guests have appeared on Root Ready?

Recent guests on Root Ready include:

1. Harry Sommers

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