We conduct interviews with leaders in accounting, wealth management, and fintech!
Behavioral Finance + AI w/ Dr. Daniel Crosby & Randy Johnston
In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech strategist and co-founder of K2 Enterprises, to discuss the technology and behavioral finance topics outlined in The Holistic Guide to Wealth Management and the evolving role of CPAs and financial advisors. Dr. Crosby explains why values-based planning isn’t just feel-good...
Recent Podcasts
“The Fun CPA” Yuri Kapilovich
In this episode, Rory speaks with Yuri Kapilovich, better known as “The Fun CPA,” about how he’s transforming the accounting...
Wealth in the Key of Life w/ Dr. Preston Cherry
Connect on LinkedIn:Rory HenryDr. Preston CherryLearn more aboutArrowroot Family OfficeConcurrent Financial Wealth in the Key of Life w/ Dr. Preston Cherry In...
47 – Value Accelerate Your Business w/ Chris Tabb
In this episode, Rory speaks with Chris Tabb, founder of Inevitable Sale and a certified exit planning advisor who specializes...
From Family Firm Roots to a Next-Gen Accounting Platform
In this episode, Rory speaks with Reyes Flores, founder and CEO of Platform Accounting Group, about his mission to bring...
Brave New World for Accounting: Private Equity, Technology, and Adaptability w/ Allan Koltin
In this episode, Rory speaks with Allan Koltin, CEO of Koltin Consulting Group, recognized as one of the most influential...
From Data to Wealth: How AI Turns Accounting Insights into Action
In this episode, Rory speaks with Trevor Greenway, CEO of InterVal, a leader in automated discovery for accounting firms, financial...
Coaching, Consciousness, and Change: The Human Side of Leadership
In this episode, Rory speaks with Amber Setter, Chief Enlightenment Officer and executive leadership coach at Conscious Public Accountants. Amber...
Mastering Marketing as an Introvert with Amanda Watts
In this episode, Rory speaks with Amanda Watts, a passionate strategist and the driving force behind the Business Advisory Academy...