In this special episode Rory highlights the most impactful conversations of 2024, featuring insights from leaders in behavioral finance, accounting, and wealth management. Discover how Amy Mullen’s values-based planning can deepen client connections, Dr. Preston Cherry’s “Secure the BAG” framework fosters financial compassion, and Nathan Astle’s practical framework navigates financial...
Connect on LinkedIn:Connect with Rory HenryConnect with Eric EagerLearn more aboutArrowroot Family Office4 Impact Data AI and Data: A GPS for Business Success/ Eric Eager In this episode, Rory interviews Eric Eager, the CEO of 4impactdata, a company leveraging AI to enhance business success. Discover how Eric, a recovering CPA with a...
How to Prepare for the Series 65 Exam Samuel Feldman Founder and Editor in Chief, The Fintech Corner | Finance Content Writer at Arrowroot Family Office & AFO|Wealth Management Forward. Passionate about technological innovation in Finance, Accounting, and Wealth Management. The Series 65 exam, designed by the North American Securities Administrators...
How to Prepare for PFS Exam A Personal Financial Specialist (PFS) is a specialized certification allowing certified public accountants (CPAs) the ability to expand their knowledge, expertise, and service offerings in the financial planning and wealth management space. An accountant is required to be certified with a CPA in order to...
How to prepare for Certified Financial Planner (CFP) exam: Tips and FAQs At the most basic level, the CFP designation assists in helping financial planners and advisors better understand their client's overall financial situation to know how best to act and plan around it. With the overall goal being to improve...
