• Behind The Scenes At Root: A Deep Dive Into Our Business

  • Jan 9 2025
  • Length: 23 mins
  • Podcast

Behind The Scenes At Root: A Deep Dive Into Our Business

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  • Summary

  • 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

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    Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
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