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Wealth Tech, CPA Advisors, and ChatGPT-4
In this episode, Rory speaks with Ryan George of Docuspace about his journey from the tax-focused wealth management world for... read more
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In this episode, Rory speaks with Nate Hoskin, a nationally recognized financial planner and social media thought leader who specializes... read more
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In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss... read more
What’s Your “And” – People Centric Leadership w/ John Garrett
In this episode, Rory interviews John Garrett, a people-centric leadership speaker, about how individuals can embrace their personal interests and... 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
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
Break the Mold w/ Alan Whitman
In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, about his philosophy of “breaking... read more
Executive Leadership, Culture, & John Wooden w/ Dawn Brolin & Sue Enquist
Rory is joined today by guest co-host Dawn Brolin “The Designated Motivator” from Powerful Accounting, as they interview Sue Enquist,... read more