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How to Maximize Efficiency with Global Teams
In this episode, Rory sits down with Laurence Whittam, the Managing Director at Impact Global Solutions, a strategic outsourcing advisory... 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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David vs Goliath RIA M&A: $100 Million & $100 Billion Dollar Firms
Rory and Rob speak with Charles Paikert of Barron's Advisor and The Family Wealth Report about the latest RIA M&A... read more
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Impact Investing w/ Toussaint Bailey
In this episode, Rory is joined again by guest co-host Julie Johnson to discuss the world of impact investing with... read more
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Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips
Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource,... read more
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Head of Fintech Strategies at Vanguard & Blake Oliver Guest Co-Host – Elon Musk, Twitter, and Future of Fintech
Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk... read more
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Human Side of Money – Build Trust and Connection with Clients
Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The Human Side of Money"... read more
![In this episode, Rory talks with David Wolfskehl, CEO and Co-Founder of C-Suite Impact, about the importance of a people-first approach in business. Discover how David's entrepreneurial journey and partnership with Phil Whitman catalyzed the formation of C-Suite Impact and how they are helping firms through growth, performance and succession. Learn about the transformative shift in the M&A landscape and the increased involvement of strategic players like family offices and private equity firms. Listen as they explore the significance of nurturing relationships and building a conducive environment for team members to thrive using a people-first philosophy. Are you curious about how a people-first mindset can revolutionize your business approach? Do you want to understand the dynamic changes in the M&A space and how they can impact your firm? Dive into this episode to find the answers to these questions and more in this People First Ecosystem episode with David Wolfskhel.](https://wealthmanagementforward.com/wmf/wp-content/uploads/2024/03/pre-podcast-Cover-1-450x231.jpg)
People First Ecosystem w/ David Wolfskehl
In this episode, Rory talks with David Wolfskehl, CEO and Co-Founder of C-Suite Impact, about the importance of a people-first... read more
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Sassy Septuagenarian – Blending Technology and Empathy
In this episode, Rory along with guest co-host Julie Johnson, speaks with Keena Pettijohn, a pioneer with experience in FinTech,... read more
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Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about... read more