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High-Frequency Trading to Employee Stock Ownership Plans (ESOPs)
In this episode, Rory speaks with Darren Gleeman, Managing Partner of MBO Ventures, to discuss Employee Stock Ownership Plans. Darren... read more

Intersection of Money, Health, and Happiness: Doug Lennick’s Behavioral Finance Mission
In this episode, Rory engages with Doug Lennick, the co-founder of Think2Perform, in a discussion on behavioral finance, emotional competence,... read more

Getting More Referrals
In this episode, Rory speaks with Stacey Brown Randall. Learn about the 4 types of Referral Sources, from Family and... read more

Goodwill Hunting & Charitable Strategies
In this episode, Rory speaks with Randy Fox of Two Hawks Consulting about wealth and charitable planning strategies. Randy talks... read more

Finding your Passion and Mental Health – Randy Crabtree
Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding... read more

CPA Spotlight: Leading Construction Contractor Firm & Drag Racing
Rory Henry talks with Carrie Bradshaw of CD Bradshaw and Associates about her firm's growth and how to focus on... read more

New SEC Marketing Rule – Could Matt Damon say “Fortune Favors the Diversified”
Rory speaks with Chris Stanley of Beach Street Legal to discuss the latest SEC-Marketing Rule. In this episode, they talk... read more

Finite vs Infinite Game – How The Accounting Profession Can Think Like Apple
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology,... read more

Turn Client Data into Actionable Insights, Move from Compliance to Consulting
Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how... read more