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In this captivating interview, Rory engages in a thought-provoking conversation with Davyde Wachell, the CEO of Responsive AI. Davyde discusses... read more
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
Behavioral Finance and Flow w/ Dr. Jordan Hutchison
In this episode, Rory speaks with Dr. Jordan Hutchison from Shaping Wealth about behavioral finance and flow. Listen as Dr.... read more
Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about... read more
Winning the Talent Battle
Rory is joined by former Managing Partner at BDO, current executive leadership coach and CEO Sensei John J. Fenton to... read more
Profit First – Stephen Hawking, Toothpaste, and How to Quit Smoking
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WSJ: Anti ESG Campaign, Inflation Reduction Act, & Billions in Clean Energy
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall... read more
How to Become Emotionally Ready for Retirement w/ Morningstar’s Samantha Lamas
In this episode, Rory speaks with Samantha Lamas, a behavioral researcher at Morningstar, about the crucial but often neglected aspect... read more
Grow Your Business Via Online Reviews w/ Whit Lanier
In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of... read more