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Advising Women & Forming Strategic Partnerships

CPA & Money Coaching – Advising Women & Forming Strategic Partnerships

AFO|Wealth Management Forward2022-12-07T21:56:37+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Advising Women & Forming Strategic Partnerships

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Arrowroot Family Office

Charter Accounting

CPA & Money Coaching - Advising Women & Forming Strategic Partnerships

Rory Henry is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Deborah Daniel about how she grew her CPA practice through strategic partnerships and money coaching. Listen as they discuss why the “P” in “CPA” should stand for psychologists and people’s emotional contract with money. Listen as they discuss pain points for women clients and ways in which you can help female clients become more confident with money. Do you want the why 39% of women, compared to 54% of men, are confident in their retirement? Do you want to know why Deborah transformed her CPA Practice via strategic partnerships? Find out the answer to these questions and more with CPA and Money Mindset expert Deborah Daniel!

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AFO|Wealth Management Forward


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