Root Talks: What Role Does "Fun" Play in an Advisory Relationship?

Ready For Retirement

How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared, building trust, and maintaining strong relationships before challenges arise.
James shares a personal story from the early Covid days, highlighting how mindset and self-care helped him show up for clients.
The takeaway? A great advisor isn’t just there for the good times—they’re prepared to guide you through the tough ones, too.

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Timestamps:
0:00 - About Root Collective
0:56 - Making a serious topic fun
2:07 - A lesson from Covid
5:06 - "Fun" is being prepared
8:04 - Emotional downtimes require a team
11:27 - On building trust
13:33 - Wrap-up

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Chapters

1. Introduction to Root Talks Q&A (00:00:00)

2. Client Question About Fun in Downturns (00:01:27)

3. COVID Crisis Lessons for Advisors (00:02:17)

4. Defining "Fun" in Financial Services (00:05:38)

5. Building Trust Through Difficult Times (00:08:24)

6. Trust Development Takes Time (00:11:41)

7. Closing Thoughts and Disclaimers (00:14:20)