This is going to be a fun episode. I say that most weeks because I think they are all very fun.

But the past few weeks we've been discussing behind the scenes at root, what does team building look like?

How are we actually building a team that makes it? So for all clients and listeners and viewers that we're really giving the optimal experience, we talked about what's the difference when you work with one advisor versus another.

Today is really the final step there where we're going to be talking about the culture at root.

We recently brought on a head of culture. Now, we are a financial firm. Why the heck would we do that?

And how does that relate, should I say translate, to the client experience. What we want to go into in detail today

is not just why we have a head of culture, but how do advisors get compensated? You want to know

the behind the scenes truly of what does it mean when you're a root client to know that you

are really getting the most out of your money? because this is money you work very hard for.

We want to make sure that we are giving you that optimal experience and we want to show you why.

So today we're going to hop into head of culture.

Why the heck did you hire someone with the title Head of Culture, James?

Yeah, good question.

For you asking like, why is that even a question?

This is a podcast about Roth conversions and estate planning and tech. Yes, it is. That being said, for those who don't know, we said this, R.A. and I are part of RU. Financial. And RU. Financial, we are a team of advisors helping clients to implement these strategies that we talk about all the time. And a lot of clients listen to this podcast, a lot of prospective clients listen to

this podcast and have these types of questions. And I think really what we're trying to build is

something that's different. And it's different so that we can better serve our clients. So

traditionally it's just, okay, I've got an advisor, my advisor pick some stocks from me or pick some mutual

funds from me. and that's their

job. They're off in their office doing that. And I think the industry has evolved so much in

terms of what does an advisor do. And we want to be on hopefully the cutting edge of what that

evolution looks like in terms of what is the value that we can provide to clients look like. And a big

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