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İçerik Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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How Does Root Differ From Traditional Financial Firms?

27:41
 
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Manage episode 464054387 series 2973839
İçerik Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture prioritizes personalized care and intentional growth, from hiring advisors who embody Root's ethos to reinvesting in services like tax planning and estate planning to enhance client experiences.
James and Ari also address how Root balances expansion with maintaining high service quality, ensuring each client feels uniquely supported. They share insights into Root’s “master plan,” which includes innovative frameworks for advisor development and creating scalable yet deeply personalized services. Root’s philosophy of holistic, forward-looking financial planning integrates life coaching elements, focusing on helping clients live richer, more meaningful lives. This episode offers a fresh perspective on financial advising, showcasing Root’s commitment to redefining the industry.
⏱Timestamps:⏱
0:00 - Root in one word -- protector
3:54 - Life advisors
7:31 - Beating the waiter
9:31 - Integrating tax planning
12:45 - Services to add in the future
16:47 - Gauging fit; growth philosophy
20:23 - Client satisfaction and advisor development
24:07 - Wrap-up

Text us your thoughts on the show!

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Join the new Root Collective HERE! (COMMUNITY)

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

  continue reading

Bölümler

1. Root Financial's Vision for the Future (00:00:00)

2. The Importance of Tax Planning (00:07:30)

3. Expanding Services and Ensuring Quality (00:13:21)

4. The Value of Growth and Consistency (00:18:50)

5. Financial Advice Disclaimer and Listener Questions (00:26:40)

240 bölüm

Artwork
iconPaylaş
 
Manage episode 464054387 series 2973839
İçerik Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root’s mission as “protectors” of clients’ most cherished goals, helping them achieve a life of purpose and fulfillment. They discuss how Root’s culture prioritizes personalized care and intentional growth, from hiring advisors who embody Root's ethos to reinvesting in services like tax planning and estate planning to enhance client experiences.
James and Ari also address how Root balances expansion with maintaining high service quality, ensuring each client feels uniquely supported. They share insights into Root’s “master plan,” which includes innovative frameworks for advisor development and creating scalable yet deeply personalized services. Root’s philosophy of holistic, forward-looking financial planning integrates life coaching elements, focusing on helping clients live richer, more meaningful lives. This episode offers a fresh perspective on financial advising, showcasing Root’s commitment to redefining the industry.
⏱Timestamps:⏱
0:00 - Root in one word -- protector
3:54 - Life advisors
7:31 - Beating the waiter
9:31 - Integrating tax planning
12:45 - Services to add in the future
16:47 - Gauging fit; growth philosophy
20:23 - Client satisfaction and advisor development
24:07 - Wrap-up

Text us your thoughts on the show!

Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Join the new Root Collective HERE! (COMMUNITY)

Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

  continue reading

Bölümler

1. Root Financial's Vision for the Future (00:00:00)

2. The Importance of Tax Planning (00:07:30)

3. Expanding Services and Ensuring Quality (00:13:21)

4. The Value of Growth and Consistency (00:18:50)

5. Financial Advice Disclaimer and Listener Questions (00:26:40)

240 bölüm

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