Root Ready

If you like Root Ready, try…

限

限界突破ライフハック

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経今

経済ニュース　今日の気になる話題

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学

学校では教えてくれない”見えない力”の授業〜「大人の非認知能力」〜

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VR

VALTURE RADIO

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日モ

日経ビジネス　モーニングニュース

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超

超実践的幸福論

Also in Business

About the show

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…

• The Leadership Principles That Make Better Advisors (And Built Root's Culture)

  July 29, 2026 · 41 min

  Every firm says the same thing when you ask what makes them different: "It's our culture." It's a word so overused it barely means anything anymore. In this episode, James and Eden go looking for what's actually underneath it — not the…

• How Will AI Actually Change the Advisor's Job?

  July 15, 2026 · 39 min

  AI is coming for your job. Or is it?The fear is real — especially if you're early in your career watching AI take over tasks you just learned how to do. But the question isn't whether AI will change this industry. It already has. The…

• Using The ACE Framework When a Client Wants to Sell Everything

  July 1, 2026 · 32 min

  A client calls in scared. You have the data. You have the history. You know exactly what to say — and it still doesn't work. The problem isn't your answer. It's your timing. This episode breaks down the ACE Framework — Acknowledge…