Why We Wait Until the Third Meeting to Talk About Investments (and Why It Works)
This episode of Root Ready digs into one of the most overlooked parts of the client process: the proper timing for investments to enter the conversation. It’s a masterclass in pacing, patience, and purpose. You will walk away from this video knowing how smart advisors earn trust and set the foundation before talking portfolios.
James unpacks why great planning starts with clarity around lifestyle, cash flow, and strategy — not product recommendations or asset allocation. You’ll learn how to reframe client expectations, keep the process focused on what truly matters, and lead conversations…
The skinny
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