James Conole

James Conole, founder of Root Financial, oversees $1.3 billion in assets and shares how his YouTube channel has driven explosive growth. He discusses targeting wealthy pre-retirees and retirees with tailored content, which leads to better client fit. James reveals their innovative 'one-meeting close' and a structured onboarding process that enhances client experience. He also emphasizes the importance of consistent team training through 'Root University' and building a strong remote culture as the firm continues to scale.