Related Posts

Best Life Plan: Transformational Values-Based Advice
In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform... read more

Intersection of Accounting & Entertainment w/ Kendale King
In this episode, Rory sits down with Kendale King, a CPA and entrepreneur who's flipping the script on how the... read more

Financial Therapy for Couples w/ Nathan Astle
In this episode, Rory talks with Nathan Astle, Founder of the Financial Therapy Clinical Institute, about the importance of healthy... read more

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

Wealth in the Key of Life w/ Dr. Preston Cherry
Connect on LinkedIn:Rory HenryDr. Preston CherryLearn more aboutArrowroot Family OfficeConcurrent Financial Wealth in the Key of Life w/ Dr. Preston Cherry In... read more

Shifting the Conversation with Human First Financial Guidance
In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X,... read more

Advising in the Digital Age: Community Building and AI w/ Joe Moss
In this episode, Rory Henry speaks with Joe Moss, co-founder of Pro Advisor Suite, a thriving community of advisors advancing... read more

ChatGPT and AI Implications
Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter... read more

Neurofinance: The Future of Financial Planning and Brain Science
In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field... read more

How to Screen, Score, and Secure Top Talent
Rory Henry and Will Hill of Will Hill Consults talk with Giles Pearson of Accountests as they discuss ways to... read more