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内容由Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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How Does Root Differ From Traditional Financial Firms?

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Manage episode 464054387 series 2973839
内容由Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

章节

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集单集

Artwork
icon分享
 
Manage episode 464054387 series 2973839
内容由Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

章节

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集单集

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