Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Behind The Scenes At Root: How Do We Select Our Advisors?


Listen Later

Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Financial, highlighting our unique approach to hiring and training advisors to ensure consistent client experiences.

• Discusses the importance of advisor alignment with client goals 
• Explores the internal training program, Root University 
• Addresses the cultural fit in hiring and selecting advisors 
• Highlights the investment in advisor satisfaction and success 
• Brings up the key differences between Root Financial and other firms 

If you're interested in seeing how we help our clients at Root Financial get the most out of life with their money, be sure to visit us at www.rootfinancialpartners.com. 


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

Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.


...more
View all episodesView all episodes
Download on the App Store

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)By Ari Taublieb, CFP®, MBA

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

543 ratings


More shows like Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

443 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,293 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

451 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

538 Listeners

ChooseFI by ChooseFI

ChooseFI

5,141 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

748 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

544 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

678 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,078 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

584 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

946 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

106 Listeners