We conduct interviews with leaders in accounting, wealth management, and fintech!
AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise
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 accounting profession. Listen to Andrew do an AI Nasdaq rap...
Recent Podcasts
AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise
In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a...
Value of an Advisor and Behavioral Coaching w/ Vanguard’s Michael DiJoseph
In this episode, Rory speaks with Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, as they...
Best Life Plan: Transformational Values-Based Advice
In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform...
Shaping the Future of Accounting: Unleash Your McKinsey/Bain Potential
In our latest episode, Rory speaks with Alex Loewenstein, General Manager of Paro.ai, diving deep into the evolving dynamics of...
BDO ESOP, Incentivizing Employees & Pipeline Building w/ Ed Warren
In this latest episode, Rory engages with Ed Warren to talk about the latest events in accounting and how they...
Mindfulness Meditation Practice for Holistic Growth
In this podcast episode, Rory engages in an enlightening conversation with Zach Baughan to talk about mindfulness, personal development, and...
Become like Netflix, TikTok & Amazon w/ Advice Engagement
In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance,...
Exit Planning & Setting Up Business Owners for Success w/ Christine Nicholson
In this episode of the podcast, Rory Henry interviews Christine Nicholson, a multi-award-winning business mentor who specializes in exit and...