How to Know You’ve Found the Right Financial Advisor │ Root Talks

Ready For Retirement

James Conole, CFP®

Investment Planning, Bonds, Education, Stocks, Cash, Business, Dividend Investing, Retirement Planning, Retirement, Investing, Tax Planning

5 • 706 Ratings

🗓️ 18 September 2025

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, business partners, and even loved ones. They explain how what we call a gut feeling is actually condensed pattern recognition, your brain quietly scanning countless experiences to guide your decisions before you can put words to it. This is why many Root clients engage with our content for months ...

Transcript

Click on a timestamp to play from that location

0:00.0	James, I feel really lucky. By the time this episode comes out, I will be married. And you were at my wedding.
0:07.0	You probably saw the incredible dance moves. Just kidding. But what I want you all to know seriously is I'm truly lucky because I've only had one partner.
0:17.4	One partner, her name is Alice, and we were dating for, I want to say about six and a half
0:22.6	years until we got married. And I was talking to my brother about this, and he was saying,
0:28.1	wow, that's really different. I've been on hundreds of dates trying to find the right one,
0:31.9	and I just don't know how I'm going to find it. What did you do? And I said, to be honest,
0:36.9	it was just a
0:37.8	feeling. And he told me a story about when he actually went and saw a therapist about his dating
0:43.3	because he's like, I need to figure out a way to find my person. And he used to have a long list
0:48.2	of I want them to work out and have these interests, even if they're not the same to me. I want
0:52.5	them to be passionate. And one therapist
0:54.4	said, okay, pretend they've done all of those things. And you now get to be with that person.
1:00.5	How would you feel? And he said, well, now that you say it, I actually don't think it would be
1:05.8	enough. And the therapist said, why? You said, these are what you wanted, and now those are done.
1:11.0	He said, it's just a feeling.
1:12.9	And so this feeling that I'm talking about with relationships today, which will be a topic of discussion, relates to financial planning and the trust of when you work with the root.
1:22.8	I don't know how long any of you have been watching the YouTube videos, listening to the podcast, but if you
1:28.2	don't mind putting in the comments below, have you been listening watching for a month, a year,
1:33.0	a few years? You probably have a relationship with us in some sense, which can feel odd, but it's
1:38.2	very real. So, James, is there a relationship that you can think back on, whether it's a romantic partner or otherwise, where you went, look, it was just a feeling that made me think maybe this isn't the right fit romantically or otherwise.
1:52.8	Yeah, this episode of Root Talks, we'll call this Root Talks Relationships.
1:57.0	We're going to get some advice here.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from James Conole, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of James Conole, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.