We conduct interviews with leaders in accounting, wealth management, and fintech!
Break the Mold w/ Alan Whitman
In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, about his philosophy of “breaking the mold” and how it has shaped his approach to leadership and innovation in the accounting profession. Learn why Alan believes that intentional evolution, rather than revolution, is the key to modernizing the accounting porfession and why asking “what will...
Recent Podcasts
Transition to Transaction: M&A Advice for Firms w/ Shannon Hay
In this episode, Rory speaks with Shannon Hay, SVP at United Midwest Savings Bank, to talk about accounting firm financing...
Intangible Asset Revolution w/ Andrea Eisfeldt
In this episode, Rory welcomes Andrea Eisfeldt, economist, researcher, and finance professor at UCLA Anderson School of Management, to talk...
A Financial Crime Thriller w/ Greg Adams
In this episode, Rory speaks with Greg Adams, SVP and CFO of the American Management Association and author of the...
Good Money Revolution: Transforming Financial Services w/ Derrick Kinney
In this episode, Rory Henry welcomes Derrick Kinney, author of Good Money Revolution, and media personality seen on Fox, CNN,...
Advising in the Digital Age: Community Building and AI w/ Joe Moss
In this episode, Rory Henry speaks with Joe Moss, co-founder of Pro Advisor Suite, a thriving community of advisors advancing...
Nudge Theory: Helping Clients Take Action w/ Dave Connelly
In this episode, Rory Henry speaks with Dave Connolly, co-founder and CEO of Nudge, a top-rated platform for advice engagement....
Next-Gen Blueprint: Leveraging TikTok & Instagram w/ Nate Hoskin
In this episode, Rory speaks with Nate Hoskin, a nationally recognized financial planner and social media thought leader who specializes...
Mastering Money with Mindfulness: A Three-Step Approach w/ Bari Tessler
In this episode, Rory talks with Bari Tessler, a trailblazer in the field of financial therapy and the author of...