What's Missing Isn't the Money with James Roberts | Financial Planner Search

Financial Planner Search · Sep 23, 2026 · 32m · transcript

In this episode of Financial Planner Search, James Roberts, founder of Intentional, talks about what is left after the title and the income are already there.

He entered the business in 2007 because he wanted to get rich. Within three years his brother was diagnosed with cancer, he nearly died in a car accident, and his third son was the 46th child born with a rare genetic syndrome. The work he had been doing, telling people whether they could hit a retirement age and handing them a plan that looked like everyone else's, stopped feeling honest. He noticed that clients who were unhappy while…