This episode is not your standard episode. Now, sometimes I know I'll say that because I'll say,

actually, it's way better than my standard episode. We have a case study today and trying to keep it

exciting as much as I can. This is a behind the scenes look today. So if you want to potentially

work with Root in the future, or if you're currently working with Root, wondering, how did we

select the advisor that you work

with? And how do we even find new advisors? And how do we make sure our advisors enjoy their lives

so that they can hopefully be your advisor forever? And you are not subject to what I call is

who's Lewis, which in our industry is a big phrase where you like your advisor, it's going well, then all of a sudden you're passed off to Lewis and you're like, who the heck are you?

Well, what happened is maybe that advisor retired. Maybe that advisor said, hey, I want a new role and now you have to interview someone every five years into retirement, which obviously is not ideal.

So we talk about how we select the advisors that work here at Root and how we

ensure every advisor, regardless of which one you work with, is executing the philosophy that James

and I talk about in our videos and podcast. So I hope you enjoy this behind the scenes look,

and that's it. Enjoy. Hey, James. Hey, I. Today is going to be a a fun episode and it's going to sound weird to hear

this because you're a humble guy but a lot of people are reaching out to work at root because of

what they're hearing from you on the youtube channel on the podcast similarly people are reaching

out enjoying the type of content i'm putting out and so a lot of you are are wondering, if I work with Root, do I get James one-on-one? And is he going to show up to my Christmas party or is Ari going to come? And the answer is we're involved, but what we want to show today is how do we select the advisors that work at Root? And what's the vibe? And are you going to get the same philosophy? Does that differ from one advisor to the next? It's going to be fun. It's going to be fun.

And usually our videos are about some educational topic, tax strategies, investing, retirement,

whatever. And today's a little bit more of a sneak peek behind the scenes at how do we do what we do

at Root? How do we design things on purpose to be scenes at how do we do what we do at root how do we design things

on purpose to be different how do we design systems and structures that are designed to optimize

the success of people internally and the clients were fortunate enough to serve externally so

if you're listening saying hey i'm looking for roth conversion strategies awesome we have lots of those videos and and we'll redirect you elsewhere to those but if you're listening it, hey, I'm looking for Roth conversion strategies. Awesome. We have lots of those videos and we'll redirect you elsewhere to those. But if you're listening, it's like, yeah, I'm kind of curious about what happens at root and how you, how are you growing and doing things intentionally? We'll talk a lot about that today and probably over the next couple, few episodes even. Yeah. So I want to get into how do we even hire advisors? How do we find them? How do they find us? But before that, the process at root. Does every advisor just guess? Is there like a program? How does that work? Yeah, we ran it. This was something we put a lot of work into because we do a lot of videos we do a lot of

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