Show Notes
Advisors often face a gap between what clients ask for and what they truly need. Retirement projections and tax strategies are important, but beneath them is a deeper desire for clarity, purpose, and a meaningful life. In this episode of Root Ready, James shares a framework that builds trust and guides conversations beyond the numbers. Research shows people view their future selves like strangers, which makes long-term decisions difficult. Reframing choices through the question “What would my...
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