Root Talks: What Role Does "Fun" Play in an Advisory Relationship?

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 ⬇️ Get Started Here. Join the new Root Collective HERE!