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Mental Health Awareness & Money Mindset
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Finite vs Infinite Game – How The Accounting Profession Can Think Like Apple
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Mastering Money with Mindfulness: A Three-Step Approach w/ Bari Tessler
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Using Financial Psychology to Better Connect with Clients – Dr. Emily Koochel
In this episode, Rory and Julie speak with Emily Koochel, the head of financial wellness at e-money. Find out how... read more
Risk Aware – Recession, Deglobalization, Ukraine/Russia War, and FTX
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Attracting Next Gen Talent and Clients w/ Dan Graham
In this episode, Rory engages in a conversation with Dan Graham, the Founder of docVinci and Head of Marketing at... read more
A Financial Crime Thriller w/ Greg Adams
In this episode, Rory speaks with Greg Adams, SVP and CFO of the American Management Association and author of the... read more