Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource, and the benefits of a virtual practice. Listen as Derek explains the core tenets of building a great team and the 3 competing forces of a professional services organization: good...
Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The Human Side of Money" podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age,...
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain...
Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement in accounting. In this episode, Dan talks about Digital Transformation and the importance of being intentional when growing your firm. Listen as they discuss ways to better connect with the...
Rory interviews Will Hill from Will Hill consults as he talks about change management, people, and processes. Discover ways to communicate change effectively through your company's mission and values. Learn tips on best practices to help guide you through the change management process. Find ways to communicate for the pain...
Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth clients. Find out how asset protection and wealth preservation go hand in hand with a client's tax strategy. Listen as Rob and Mark discuss generational wealth transfers and how to...
Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about community and the power of collaboration. Roundtable Labs members include accountants, CPAs, bookkeepers, EAs, and firm owners from over 40 states and 4 countries. Listen as they discuss how to...
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology, and entrepreneurship. In this episode, Clayton talks about how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. They discuss the Finite...
Rory is joined by Will Hill of Will Hill Consults and Vipul Sheth of Advancetrack Outsourcing to talk about outsourcing, technology, and firm efficiency. Learn how firms can strengthen their staff, provide greater client outcomes and grow their practice through the implementation of outsourcing. Vipul discusses the advancements in technology...
Rory Henry and Will Hill talk with Amber Setter of Counscious about coaching, leadership, and staff development. Discover why Amber believes coaching with empathy and building relationships is vital to leading in today's environment. Discover what "Brain Offload" means and how to engage clients in their decision-making by reaching their...
