How Do We Build The Best Team In The Financial Industry?

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the personalized attention they deserve.

At Root, we’re intentional about avoiding the usual industry traps, like overloading advisors with massive client lists or sales quotas that can compromise service. Instead, we focus on sustainable growth, aligning our goals with yours and using tools like OKRs (Objectives and Key Results) to stay on track.

With a Net Promoter Score of 91—well above the industry average—we’re proving that building a strong internal culture leads to happier clients and better outcomes.

⏱Timestamps:⏱
0:00 - Company culture affects clients
4:08 - Ari's quick story
5:59 - Hiring a Head of Culture
10:54 - Advisors have how many clients?
14:24 - NPS and retention rate
17:28 - OKRs
20:57 - What makes Root different

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Ari Taublieb, CFP ®, MBA  is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.