In this episode, Rory engages with Doug Lennick, the co-founder of Think2Perform, in a discussion on behavioral finance, emotional competence, and the transformative power of decision-making. Doug explores how financial advisors and accountants can play a pivotal role in guiding their clients toward healthier financial habits and improved emotional well-being....
In this episode, Rory is joined by Julie Johnson, the CEO of XY Communication, with a mission to revolutionize intergenerational and gender communication in financial advisory. They navigate the vital studies by institutions like Wharton, Harvard, and Vanguard on the importance of engaging women and younger investors. Get insights on...
In this episode, Rory hosts a conversation with Dr. Joy Lere, a clinical psychologist and the Co-Founder of Shaping Wealth. They delve into the intricate nexus of behavior, psychology, and our complex relationship with money. The conversation explores how advisors employ psychology to improve client outcomes, marking a shift from...
In this episode, Rory speaks with Dr. Kristy Archuleta, a professor at the University of Georgia, about financial therapy and the psychology of money. Dr. Archuleta emphasizes the importance of self-awareness and introspection in our perceptions of money. This episode unveils how practitioners are applying a solution-focused approach to enhance...
In this episode, Rory speaks with Donny Shimamoto, CPA, CGMA, CITP of the Center for Accounting Transformation, about the latest in the accounting profession and the research he's doing into advisory and staffing. Discover why Donny believes that accounting professionals can help their clients achieve their financial goals by providing...
In this episode, Rory speaks with Stacey Brown Randall. Learn about the 4 types of Referral Sources, from Family and Friends to Strangers. Discover how to build a referral ecosystem within your business. Learn why asking flat out asking for referrals is a bad idea and poor strategy. Find out...
In this episode, Rory speaks with Ron Baker, the founder of the VeraSage Institute, co-host of The Soul of Enterprise radio show, and author of "Time's Up: The Subscription Business Model for Professional Firms." Ron discusses the rise of the subscription economy and its impact on the professional world, drawing...
In this episode, Rory speaks with Larry Sprung, Host of the Mitlin Money Mindset to talk about Mental Health and his work with the American Foundation for Suicide Prevention (AFSP). In this episode, Larry shares his personal story of losing his brother-in-law to suicide and the impact it had on...
In this episode, Rory speaks with Jody Padar, The Radical CPA and Head of Tax Strategy & Evangelism at April to talk about the latest developments in AI. In this episode, Jody talks about how April is leveraging AI to both read the tax code and write computer code. Jody...
In this episode, Rory speaks with Ryan George of Docuspace about his journey from the tax-focused wealth management world for CPAs to his current role as CMO of a leading fintech platform for Independent Broker-Dealers and RIAs. Discover the top pain points for financial advisors and CPAs in the current...
