Member Since December 2021
About
Roshani is the founder of True Root Financial. True Root Financial provides investment advisory and financial planning services to individuals and families. She started working in Wall Street 16 years ago and as an investment advisor and financial consultant, she has advised ultra-high-net-worth individuals and institutions worth billions of dollars, like university endowments, foundations and retirement plans. She has worked with global firms like Goldman Sachs and BlackRock and also with niche and boutique players. She was fortunate to have been born in Nepal, where she also grew up and left to come to the US for college many years ago. She is an avid traveler and reader of both fiction and non-fiction. To her, travel does not only mean traveling to new places but could also mean a new experience, a new idea or a new worldview. She holds a Bachelor of Science degree in Information Systems from Brigham Young University and an MBA from McDonough School of Business at Georgetown University.
Roshani Pandey
Published content
expert panel
Entrepreneurial lessons are learned every single day, but some have a greater effect on the future of your business than others. Every new opportunity, challenge and experience in the business world is a potential lesson for an entrepreneur. Some circumstances can teach useful tidbits that a business owner can pull out of their proverbial back pocket when needed. Others have a much more tangible effect and change the course of a founder's entrepreneurial future. A panel of Newsweek Expert Forum members reflected on their own entrepreneurial journeys and the biggest lessons they've learned along the way. Below, 13 of them shared a lesson that has made a huge impact on their business in the long run and how they've applied it to their strategy for success.
expert panel
Taking the time to carefully vet business partners decreases the chances of something going wrong down the line. A partnership with another person or company can increase your chances of successfully bringing your ideas alive. After all, a partner will be able to offer additional information and resources, and the combined effort means more work will get accomplished. However, one must carefully vet every collaboration before signing on the dotted line. Though a business partnership may look good on paper, asking key questions beforehand can help ensure your prospective partner actually ticks all of the right boxes. Below, a panel of Newsweek Expert Forum members each share one question to ask a potential business partner before officially joining forces.
expert panel
Establishing a personal reputation can give business leaders a wider reach and influence in their industry. Business leaders invest heavily in their businesses, aiming to build professional brands that resonate with their target audiences. As social media is now a necessary component of conducting business, leaders can now leverage these platforms to construct a personal brand or reputation for themselves separate from their business entity. Though setting oneself apart can be difficult, establishing a personal reputation can give a business leader more reach and influence in their industry. Below, the members of Newsweek Expert Forum share tips on the best way for a leader to build a personal reputation when their work is always top of mind for audiences.
expert panel
Prioritizing the development of leadership skills helps build organizations that can last long term. Business leaders today can no longer rely solely on the skills that have always brought organizational success. Instead, as the world continues to change significantly, the focus for leaders must be on strengthening existing skills and continually developing new skills to be able to build connected teams and long-lasting organizations. To help deepen understanding of what skills will be needed in the future, the members of Newsweek Expert Forum each share one skill that business leaders should actively work on to level up their leading abilities.
Company details
True Root Financial
Company bio
True Root Financial provides financial planning and investment advisory services to individuals and families. These are some of the ways in which we are different from most firms out there: - We are your fiduciary Believe it or not, many financial advisors are not legally required to put your interest first. They go by a lesser standard where their recommendation just has to be suitable enough for you. This means that they can sell you a higher-cost product even when there is a comparable lower-cost product available. As a fiduciary, we will always put your best interest first and recommend what’s best for you. -No hidden fees Many advisors may share a lower upfront fee but will charge you commissions on the back-end, which you may never see. They may also put you in high-fee funds where the fee is taken directly out of the fund. So, you will never see it. Our compensation is only what you pay us directly. We are fully transparent. No commissions and no hidden fees. - Modern firm with deep-rooted values Although we’re a modern firm catering to the new generation, our work is rooted in evidence-based, time-tested methods and processes. - Our comprehensive approach is designed to grow your bottom line Unless you have lots of assets, most firms will only provide you investment management services, leaving it up to you to make critical decisions on taxes, benefits, savings, risks, etc. With us, you have a guide to help you on all aspects of your life related to money. - No asset minimums to start We don’t believe in account minimums. We’re here to help you in your journey to accumulate wealth to live the life you want. - Customized for You Your financial plan will be one of a kind. Solutions are tailored to your personal values and goals. Environmentally and socially responsible investments are also available.