Root Talks: What Role Does "Fun" Play in an Advisory Relationship?
Description
How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise.
James shares a personal story from the early Covid days, highlighting how mindset and self-care helped him show up for clients.
The takeaway? A great advisor isn’t just there for the good times—they’re prepared to guide you through the tough ones, too.
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 - About Root Collective
0:56 - Making a serious topic fun
2:07 - A lesson from Covid
5:06 - "Fun" is being prepared
8:04 - Emotional downtimes require a team
11:27 - On building trust
13:33 - Wrap-up
Create Your Custom Strategy ⬇️
United States
