Related Posts
Family Office Level of Care w/ Wealth.com Co-Founder Danny Lohrfink
In this episode, Rory and guest co-host Julie Johnson interview Danny Lohrfink, co-founder and chief product officer at wealth.com , as... read more
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
NY Times Best Selling Author, Dr. Daniel Crosby: Behavioral Finance, Food & The Norwegian Underworld
In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief... read more
Utilizing AI & Business Intelligence – CAS 2.0
In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting... 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
Global Leader in Outsourced Accounting
Rory is joined by Will Hill of Will Hill Consults and Vipul Sheth of Advancetrack Outsourcing to talk about outsourcing,... 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
Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning
In this episode, Rory Henry is joined by guest co-host Crystal Wampler to interview Matt McClintock, co-founder of Evergreen Legacy... read more
Become like Netflix, TikTok & Amazon w/ Advice Engagement
In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance,... read more
Neurofinance: The Future of Financial Planning and Brain Science
In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field... read more