James Conole, CFP®

Root Ready

A podcast aimed at financial advisors looking to enhance their skills and strategies for personal and professional growth. Tune in for insightful discussions and tips.

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Politics and Planning: What’s the Right Balance for Advisors?

E9 • 17 mins • Jun 13, 2025

Recent Episodes

Jun 13, 2025

Politics and Planning: What’s the Right Balance for Advisors?

E9 • 17 mins

May 28, 2025

Keys to Nailing Withdrawal Rate Conversation with Clients

E8 • 23 mins

May 14, 2025

Roth Conversions Done Right: What Great Advisors Know That Software Doesn’t

E7 • 23 mins

Apr 30, 2025

A Guide for Navigating Client Conversations When Markets Are Crazy

E6 • 31 mins

Apr 16, 2025

Become a Highly Effective Advisor: Time Management & Productivity Tools

E5 • 23 mins

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English
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United States
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