In this episode, Rory speaks with Josh Malancuk, President of J.M. Tax Advocates, about property tax management and appeals. Discover the challenges in assessing properties with unique features, such as a food processing facility, and how these can vary by state. Learn about the intricacies of the tax appeal process,...
In this episode, Rory talks with Nathan Astle, Founder of the Financial Therapy Clinical Institute, about the importance of healthy communication for couples regarding money. Discover ways to establish emotional safety and trust with your partner to foster a healthier and happier relationship. Nathan shares insights on the importance of...
In this episode, Rory talks with David Wolfskehl, CEO and Co-Founder of C-Suite Impact, about the importance of a people-first approach in business. Discover how David's entrepreneurial journey and partnership with Phil Whitman catalyzed the formation of C-Suite Impact and how they are helping firms through growth, performance and succession....
In this episode, Rory Henry welcomes Kenny Harper, a sales and marketing strategist and co-founder of Growth Amplifiers, to discuss ways in which firms can drive business growth. Kenny shares his journey from working with leading global brands to partnering with small business owners and their teams. Listen as they...
In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit's journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current...
In this episode, Rory and Julie speak with Dr. Mary Bell Carlson, President of the Financial Keynote Behavior Group, to talk about taking evidence-based research and putting it into practical application. Discover how Dr. Carlson bridges the gap between academia and real-world financial planning through financial behavior insights. Listen as...
In our latest episode, Rory engages with Robert Kirk, founder and CEO of IntergenData, to discuss the revolutionary impact of AI and machine learning on financial services. Discover how Robert and IntergenData are using AI to predict significant life events, empowering financial advisors to provide guidance on clients' healthcare, insurance,...
In this episode, Rory and Julie speak with Amy Mullen, President of Money Quotient, to shed light on the vital role that personal values and life experiences play in financial planning. Amy discusses the results of a recent study conducted in collaboration with the Financial Planning Association, titled 'Developing and...
In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss women in investing. Discover why women tend to view investing more as a life skill rather than a competition, and the potential benefits of their generally more risk-averse nature. Explore...
In this episode, Rory and Julie speak with Emily Koochel, the head of financial wellness at e-money. Find out how you can infuse goals with intrinsic motivation to help clients improve upon the success of meeting their goals and how we can tie the behavior's of today to the impact...
