• Root Talks: How Does the Advisory Team Structure Work at Root?

  • Apr 17 2025
  • Length: 25 mins
  • Podcast

Root Talks: How Does the Advisory Team Structure Work at Root?

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  • Summary

  • 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


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