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

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 perks or the recognition channels, but the foundational beliefs that shape how a team operates when no one's watching. James pulls out the journal he wrote two months after launching Root — back when he was still deciding whether to build a solo practice ...