Episode Details

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 Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.