James Conole, CFP®

Root Ready

Podcast per consulenti finanziari che vogliono migliorare competenze e strategie per la crescita personale e professionale. Ascolta per discussioni e consigli utili.

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Become a Highly Effective Advisor: Time Management & Productivity Tools

E5 • 23 mins • Apr 16, 2025

Episodi recenti

Apr 16, 2025

Become a Highly Effective Advisor: Time Management & Productivity Tools

E5 • 23 mins

Apr 2, 2025

How to Create Meaningful Conversations When Presenting Portfolio Performance to Clients

E4 • 28 mins

Mar 19, 2025

Your Role as an Advisor Is Not What You Think It Is

E3 • 13 mins

Mar 19, 2025

Defining the Six Core Standards of Financial Advisor Excellence

E2 • 26 mins

Mar 19, 2025

Root Ready Intro Episode: A Podcast for Growth-Minded Financial Advisors

E1 • 13 mins

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