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- Thursday Email - Jame Conole
Thursday Email - Jame Conole
Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.
Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.
 | The Transformative Power of “Why” in Finance and Reimagining RetirementIn our latest podcast episode of Bridging the Gap with financial expert James Conole, we explore James's unique journey from aspiring baseball player to founding Root Financial Partners, where he emphasizes the importance of viewing money beyond its financial aspect. The conversation jumps into James's innovative use of purpose finder worksheets, dedication to fostering fulfillment in retirement, and the significance of transparency in building trust within the financial industry. Don't miss the opportunity to gain actionable insights and explore the deeper meaning behind money and financial planning. |
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[13:17] Financial advisors focus on aligning money with personal goals, rather than fitting into conventional stereotypes. They facilitate asking the right questions to stimulate meaningful thoughts and guide attention and energy toward effective financial planning. The aim is to support individual aspirations, such as reconnecting with family, pursuing personal interests, or achieving non-traditional goals.
[28:11] Financial advisors may be reluctant to embrace new marketing techniques due to factors such as compliance concerns and impending retirement. However, there is a call for greater transparency in order to streamline interactions with potential clients and save time for both parties.
The best is ahead!
-Matt