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Root Talks: How Does the Advisory Team Structure Work at Root?
24:42
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2025/4/17
Ready For Retirement
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Chapters
Selling Product vs Service: What's the Difference?
The Four Roles Supporting Clients: Who Does What?
Project Management: How We Keep Everything Running Smoothly
Root's Growth Plan: Building a Strong Foundation
A Farm System: Growing Top-Tier Advisors from the Ground Up
Requirements to Be a Root Advisor: What It Takes
Freedom Within Guardrails: Balancing Flexibility and Structure
Why This Matters: The Impact on Client Experience
Wrap-Up: Key Takeaways
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