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Become like Netflix, TikTok & Amazon w/ Advice Engagement
In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance,... read more
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Connecting People with Resources – Mike Max
In this episode, Rory engages in a thought-provoking conversation with Mike Maksymiw, CPA, an executive with Aprio Firm Alliance. Together,... read more
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How to Lead with Vulnerability w/ Amy Vetter
In this episode, Rory has a heart-to-heart with Amy Vetter, the inspiring author of "Disconnect to Connect: Tap into the... read more
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Customer Value Journey w/ Kenny Harper
In this episode, Rory Henry welcomes Kenny Harper, a sales and marketing strategist and co-founder of Growth Amplifiers, to discuss... read more
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Rory is joined by former Managing Partner at BDO, current executive leadership coach and CEO Sensei John J. Fenton to... read more
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Strategies for working with High Net Worth Clients
Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth... read more
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Advisory and Staffing Research Study w/ Donny Shimamoto
In this episode, Rory speaks with Donny Shimamoto, CPA, CGMA, CITP of the Center for Accounting Transformation, about the latest... read more
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CPA & Money Coaching – Advising Women & Forming Strategic Partnerships
WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn: Connect with Deborah Daniel Connect with Diane Young Connect with Rory... read more
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