We conduct interviews with leaders in accounting, wealth management, and fintech!
Best of Behavioral Finance: The Power of Values and Human Connection
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 relationships. Learn about Bari Tessler’s approach to aligning money with...
Recent Podcasts
Finite vs Infinite Game – How The Accounting Profession Can Think Like Apple
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology,...
Global Leader in Outsourced Accounting
Rory is joined by Will Hill of Will Hill Consults and Vipul Sheth of Advancetrack Outsourcing to talk about outsourcing,...
Conscious CPA – How to build up and not burn out employees
Rory Henry and Will Hill talk with Amber Setter of Counscious about coaching, leadership, and staff development. Discover why Amber...
7 Investments the Govt. Will Pay You to Make
Rory and Dan Casey of Arrowroot Family Office talk with Tom Wheelwright about his latest book: The Win-Win Wealth Strategy...
Executive Leadership, Culture, & John Wooden w/ Dawn Brolin & Sue Enquist
Rory is joined today by guest co-host Dawn Brolin “The Designated Motivator” from Powerful Accounting, as they interview Sue Enquist,...
SWAT Team Guide to Accounting
Rory is joined by Will Hill of Will Hill Consults to talk with Ryan Conn of Shelton & Assoc. CPA...
Personal and Professional Development
Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting...
Advisory, Community & Work-Life Balance
Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at...