We delve into the intricate hiring process at Root Financial, exploring how we select advisors to ensure a consistent and cohesive experience for clients. Emphasizing culture, philosophy, and the importance of advisor-client relationships, we highlight our commitment to developing a thriving team committed to serving clients optimally.
• Discussing today's episode focus on hiring culture at Root
• Importance of consistent philosophy among advisors
• Overview of Root University training program
• The concept of the 'farm system' for developing advisors
• Significance of cultural fit during hiring
• Role-play assessments to gauge advisor capabilities
• Insights into advisor-client dynamics at Root
• Commitment to continuous improvement and learning
• Anticipating future discussions on what sets Root apart
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.
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)