Mar 05 2025 25 mins 45
Understanding how we select financial advisors is crucial for clients and prospective clients. This episode takes you behind the scenes of Root Financial, highlighting our unique approach to hiring and training advisors to ensure consistent client experiences.
• Discusses the importance of advisor alignment with client goals
• Explores the internal training program, Root University
• Addresses the cultural fit in hiring and selecting advisors
• Highlights the investment in advisor satisfaction and success
• Brings up the key differences between Root Financial and other firms
If you're interested in seeing how we help our clients at Root Financial get the most out of life with their money, be sure to visit us at www.rootfinancialpartners.com.
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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.
