#65 - Scaling a Financial Planning Firm to an Enterprise Level - James Conole

Ever wondered how to grow a financial planning firm from a start-up to an enterprise-level success? Today, we're giving you an exclusive seat at our enlightening chat with James Conole, the founder of Root Financial Planning. Imagine managing over 250 million AUM – James  and his team do just that and he shares the insightful lessons he learned on his journey. 

We explore the intriguing paths available to entrepreneurs in the fee-only community. James gives us a firsthand account of his innovative strategies: how he leverages his platform, expands into various platforms, and maintains a consistent, reliable, and positive client experience. He unveils the secret of the Sequoia System developed by Root Financial Planning. No stone is left unturned as we discuss the challenges of managing an inflow of prospects, building a successful team, and hiring the right people to support growth. 

Finally, a discussion with James wouldn't be complete without delving into the vast opportunities available in the financial planning industry. Are you considering a career in this field? Root Financial is hiring. James shares his experiences and offers invaluable advice on finding the right fit and fosters an engaging conversation about the role of the Sequoia System in enhancing a successful client experience. Get ready for an episode packed with expert insights and transformative advice you won't want to miss!

Social:

https://www.linkedin.com/in/jamesconole/

Twitter: @jamesconole



Music in this episode was obtained from bensound.