Root's Master Plan Webinar
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- čas přidán 11. 06. 2024
- Root has experienced rapid growth recently.
So, what’s next? What will we do with the platform we’ve created?
We have big plans, and we know you all are as much a part of this as we are.
In this live webinar, Root Founder & CEO James Conole explains the problem with the financial industry, why Root needs to be a part of the solution, and how we plan to disrupt the status quo.
James and Vice President Ari Taulieb finish off the discussion with a live Q&A session.
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Learn the tips & strategies to get the most out of life with your money.
Get started today → www.rootfinancialpartners.com/
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Would love for Root to offer pay for financial planning without the need to manage my money. I have the management part down...but need help with tax, RMD, social security and healthcare planning. Love your content...keep it up!
I would challenge you to consider why hourly or project-based fees create headwinds to achieving outcomes? In my experience, client-advisor relationship engagement is significantly lower because subconsciously if the advisor thinks the conversation should be 90 minutes, half that time the client is thinking about the $500/hour being charged even though the value is way above and beyond that.
My CPA actually advises on many of those subjects and usually provides advice and suggestions to me off the clock (as long as I do my annual return with him). I pretty much use my CFP for investment advice and making my money work for me. But, for the most part, my CPA can tell me about RMDs, case scenarios about SS and more. See if your CPA can do the same.
Thank you all for attending. Special moment in Root’s history. We look forward to serving you all whether it’s working with us directly, watching our content, etc. Thank you, again.
I absolutely loved that video. Stayed up past midnight to watch the whole thing. I was even pitching my wife to look y’all up for a possible marketing position. Love all of y’all’s content and the message and vision for the company. Keep up the great work.
As a current client I absolutely loved this call. I feel everything that Root does is well thought out and is centered around what’s best for the clients. We love your company culture, we love working with JT and we feel very secure knowing we are in great hands.
Thanks for sharing all this publicly. After years of watching your show and now Ari's, if anyone can find a model down the road that serves more people, it's you. Dont forget that a lot of your viewers are DYIers. We have a different view towards what we think an advisor can help with or what we want help with.
P.s. Not sure if you guys are using different mics today but you guys sound great, especially Ari.
Wish I had found you guys 5 or 6 years ago. My tax planning window is very short now and I have large capital gains and large future RMDs. Thanks for this transparency, admirable Master Plan. I will reach out to see if I can become a client but value that you stick to your mission and valuable goals.
Thanks for all you are doing in training us to know what we need to be doing and what to expect in looking for an advisor or even just doing this on our own. So very appreciated.
As my son is about your age, and also working on building his business, I guess all that I want to offer is "good luck". I do think your team's videos are first rate. (But I just cant see how any AUM firm would be useful for me.
Super excited to get started!
Good Info there. I'm kinda surprised that you did not mention the Early Retirement Academy.
Excellent webinar guys! I love what you’re doing and, as importantly, how you’re doing it!
I was denied but i have time to wait...thanks for the update and cant wait to become a future client.
Thanks for your videos, good luck on your successful growth!
It's interesting to hear you cite that one problem with the industry is that advice isn't "accessible", yet yiu (understandably) limit who you offer services to based on total portfolio.
I'm merely making an observation, not a judgment on that.
Best wishes as you grow the business…the right way. I too didn’t quite meet your current minimum but look forward to you potentially reaching back out to me in the near future. I sure do resonate with and appreciate the approach evidenced in your videos.
The golden words “at scale”!
I want to be part of this… not sure how though!
This was great, thank you. For the $2M minimum assets, what does that include? Cash, investments, real estate?
I purchased the software from you, and enjoy using it. Would love to see a community feature too.
Are you taking on new clients, or are you on a"wait list " due to demand?
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Please remember Required Minimum Distribution (RMD) when you do Calculations! Also keep in mind that tax on house is going up.
We were surprised when we reached out that we were not ideal customers. My perception is that Root ONLY wants to work with very wealthy clients ($10M+).
I’m a Root client and I don’t have 10M+. In the video he says the client minimum is 2 million.
Ok, you have created FOMO. Shut up and take my money James 😄
Don't have the 2-million is assets for you to manage, so I'll continue to go it alone and save the management fee.