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Root Ready

by James Conole, CFP®
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Chart positions today · Canada

Not on the Canada charts we track today.

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Latest episodes

  • What to Say When a Prospect Questions Your Fee

    October 7, 2026 · 22 min

    Your prospect ran the same retirement projection twice, once with a 1% advisory fee and once without. The gap is huge, and now they're asking why they'd hire you. The math is right, but the comparison assumes you'd deliver the same plan…

  • Here's the right way to explain Monte Carlo scores to clients

    September 23, 2026 · 31 min

    Your client's Monte Carlo score drops two points after a market wobble, and suddenly they're on the phone asking if they need to cut their monthly distributions. Sound familiar? If clients are white-knuckling a single number instead of…

  • How to Say No Without Killing a Client's Excitement

    September 9, 2026 · 32 min

    A client walks into your kickoff meeting excited about Roth conversions. They've watched your content, they get the concept, and they're ready to go. Then you run the numbers — and it doesn't make sense for their plan. You explain it, they…

  • How Young Advisors Build Real Confidence (it's not more certifications)

    August 26, 2026 · 41 min

    You pass the CFP. You know the technical material cold. And you still feel your stomach drop every time a client asks a question, because some part of you is convinced they're only hearing "24-year-old" when you talk. James and Eden name…

  • How Erin Talks Money Built 415k YouTube Subscribers (and Why She Joined Root)

    August 12, 2026 · 27 min

    Most advisors get boxed in the second they pass their last exam. Study for the CFP, study for the Series exams, check the box — and somewhere along the way, the natural curiosity that made you good at this in the first place quietly…

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About the show

A podcast for growth-minded financial advisors