In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a Bridging the Gap Conference round-up and dive into Intuit's Tax AI Assitant release. Andrew sheds light on the emergence of artificial intelligence and the impacts it could have on the...
In this episode, Rory speaks with Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, as they dive into the intricacies of decision-making in the investment world. Listen as they discuss the concept of "Right Mindset, Wrong Market," which highlights the decision-making strategies we commonly use in...
In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Learn about the research from the University of Michigan, exploring the eight dimensions of well-being and how we can...
In our latest episode, Rory speaks with Alex Loewenstein, General Manager of Paro.ai, diving deep into the evolving dynamics of the accounting landscape. Learn about the power of relationships as Alex outlines key strategies to enhance your chances of business success by broadening your network, and hear how Jeff Phillips,...
In this latest episode, Rory engages with Ed Warren to talk about the latest events in accounting and how they are shaping the profession's future. Ed and Rory discuss the recent acquisition of BergenKDV, the $100 million-dollar accounting firm out of Minnesota, by the RIA Creative Planning and the value...
In this podcast episode, Rory engages in an enlightening conversation with Zach Baughan to talk about mindfulness, personal development, and a holistic approach to both finances and life. Zach shares his insights on mindfulness and meditation, discussing their benefits for busy professionals and individuals seeking a more balanced life. He...
In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance, and the future of advice. They highlight the importance of understanding clients' behavior and psychology in wealth management and how contextualizing information can lead to better client outcomes. Find out...
In this episode of the podcast, Rory Henry interviews Christine Nicholson, a multi-award-winning business mentor who specializes in exit and succession planning for business owners. Christine shares her personal journey and how it led her to become an expert in helping business owners transition out of the day-to-day operations of...
In this captivating interview, Rory engages in a thought-provoking conversation with Davyde Wachell, the CEO of Responsive AI. Davyde discusses the Hollywood Strike and the current use case of leveraging AI to expand the reach of a Korean Pop star's digital presence. They explore how a person's digital footprint will...
In this episode, Rory engages in a thought-provoking conversation with Mike Maksymiw, CPA, an executive with Aprio Firm Alliance. Together, they delve into the dynamic and innovative trends shaping the accounting profession while emphasizing the importance of cultivating meaningful relationships. Mike shares his deep passion for leadership and connecting individuals...
