Advisors often face a gap between what clients ask for and what they truly need. Retirement projections and tax strategies are important, but beneath them is a deeper desire for clarity, purpose, and a meaningful life.

In this episode of Root Ready, James shares a framework that builds trust and guides conversations beyond the numbers. Research shows people view their future selves like strangers, which makes long-term decisions difficult. Reframing choices through the question “What would my 86-year-old self advise?” brings sharper perspective.

With practical questions and strategies, advisors can help clients reduce future regrets and increase meaningful experiences. The result is a relationship that shifts from transactional to transformational.

Submit a question for James here: https://rootreadypodcast.com/

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