Connecting Outside of the Conference Room - Digging In скачать в хорошем качестве

Connecting Outside of the Conference Room - Digging In

In this episode of Digging In, Host John Savarino sits down with Roan Cannon, Rooted’s Marketing Outreach Manager, to explore Rooted Wealth’s upcoming client experiences across the US in 2026. They dive into what makes Rooted’s events different, and the why behind each specific event- connecting on a deeper level with clients. Roan shares how going deeper has provided him with the privilege of not just gaining clients, but family. Whether you’re navigating life changes, building a retirement plan, or simply wanting someone that you trust like family to help you navigate the path to and through retirement, this conversation will give you insight on how Rooted is here to help. 📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation. ------ Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram - / rooted_retirement Facebook - / rootedwealthadvisors LinkedIN - / rootedwealthadvisors ------ Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.