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Economic Way of Thinking w/ Susan Doty Univ. of Texas at Tyler
In this episode, Rory and guest co-host Julie Johnson speak with Susan Doty, founding director of the Center for Economic... read more
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In this episode, Rory speaks with Ron Baker, the founder of the VeraSage Institute, co-host of The Soul of Enterprise... read more
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Impact Investing w/ Toussaint Bailey
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![In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit's journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current platform. Uncover best practices for effectively leveraging testimonials and understand how Amplify Reviews is reshaping the way financial advisors utilize client feedback in a way that is compliant with the new SEC marketing rule. Are you curious about enhancing your practice's visibility and credibility through online reviews? Do you want to grasp the best practices for requesting and managing client reviews in a compliant manner? Find out the answers to these questions and more in this insightful episode with Whit Lanier.](https://wealthmanagementforward.com/wmf/wp-content/uploads/2024/03/pre-podcast-Cover-5-450x231.jpg)
Grow Your Business Via Online Reviews w/ Whit Lanier
In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of... read more
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Wealth Tech, CPA Advisors, and ChatGPT-4
In this episode, Rory speaks with Ryan George of Docuspace about his journey from the tax-focused wealth management world for... read more
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The Experience Economy w/ Dennis Moseley-Williams
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Best of 2023 Part II – Innovative Insights from Accounting Wealth Management and Behavioral Finance Leaders
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