About this episode
What actually goes into creating a world-class client experience at Root? We're walking through the structure behind Root's advisory team—and how we ensure every client gets consistent, thoughtful guidance no matter who they’re working with. We break down the different advisor roles, from Client Service Associate to Senior Financial Advisor, and explain how our “farm system” approach helps us grow top-tier advisors from the ground up. It’s not just about years of experience—it’s about shared values, rigorous training, and a culture of mentorship. If you’re considering working with Root—or just curious about what makes us different—this behind-the-scenes conversation will give you a look at how we build a team designed to support you and your goals at every step. Submit your request to join James: On the Ready For Retirement podcast: Apply Here On a Retirement Makeover episode: Apply Here Timestamps: 0:00 - Selling product vs service 2:58 - Four roles supporting clients 5:36 - Project management 8:16 - Root's growth plan 11:00 - A farm system 12:33 - Requirements to be a Root advisor 15:09 - Freedom within guardrails 19:03 - Why this matters 21:31 - Wrap-up Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!