Root Financial's Backstory: How and Why the Company Was Founded

Описание: Welcome to Root Talks—a new podcast on a new channel for Root Financial, hosted by coworkers James Conole, MBA, CFP®, and Ari Taublieb, MBA, CFP®. From humble beginnings to a nationwide firm serving hundreds of clients and managing nearly $1 billion in assets, we’re sharing the story of how Root Financial became what it is today.

James reflects on how an unexpected career twist led him to reimagine financial planning and inspired him to build a firm focused on helping people use money to create meaningful lives. Meanwhile, Ari shares how growing up with financial stress fueled his passion for helping others gain clarity and confidence in their finances.

Together, we’ll explore what makes Root unique—a personalized, purpose-driven approach that aligns your finances with what matters most.

Stay tuned for fresh content here and across all our social media channels—we’re excited to connect with you!

⏱Timestamps:⏱
0:00 - Root Talks
2:09 - The roots of Root
5:38 - James and Ari meet
7:22 - The vision
11:08 - Focusing on integrity, not sales
13:46 - Business challenges
17:43 - More than financial planning
23:06 - Self-starters and systems
25:59 - Final thoughts from James
27:37 - Get connected

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Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation.
Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement.
Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results.
Any opinions expressed are as of the date of recording and are subject to change.
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