CPA & Money Coaching – Advising Women & Forming Strategic PartnershipsAFO|Wealth Management Forward
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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!