Intro

This episode of Root Ready dives into the art of first impressions: why small talk isn’t small and how skipping the weather talk might be the smartest move you make. Whether you’re a new advisor or a seasoned planner, this conversation unpacks how to show confidence, warmth, and leadership from the moment a meeting starts.

James shares practical strategies for opening virtual meetings in a way that builds genuine rapport and trust without sounding scripted. From the psychology of posture and tone to the power of open-ended questions and clear agendas, you’ll learn how to turn the “awkward first minute” into a connection that lasts.

Because clients don’t care how much you know until they know how much you care and that starts long before you talk about money.

Listen to this episode to learn how to show up with presence, lead with purpose, and build relationships that feel real from the very first hello.

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

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Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

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Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.