
Most associate advisors start the same way — trying to say things exactly right. Exactly like their lead. Exactly like the CEO would want. Like running a script instead of having a conversation. The problem isn't effort. It's the wrong goal. In this episode, James sits down with Root associate advisor Eden to talk about what it actually looks like to learn from the advisor you're supporting — without losing yourself in the process. They cover the difference between passively absorbing a lea...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

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

How Will AI Actually Change the Advisor's Job?

Using The ACE Framework When a Client Wants to Sell Everything

The Worst Way to Handle a Performance Question (And What to Do Instead)
Free AI-powered recaps of Root Ready and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.