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
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...
Return on Influence: How to Become a Trusted Authority w/ Matt Halloran
In this episode, Rory speaks with Matt Halloran, podcasting expert and co-founder of ProudMouth, about how embracing gratitude and authentic...
Intersection of Accounting & Entertainment w/ Kendale King
In this episode, Rory sits down with Kendale King, a CPA and entrepreneur who's flipping the script on how the...
Big 4 Transparency w/ Domonic Piscopo
In this episode, Rory speaks with Dominic Piscopo, founder of Big 4 Transparency, about his mission to bring salary transparency...
Human Centered Communication w/ Jeff Bartsch
In this episode, Rory speaks with Jeff Bartsch, founder of Story Greenlight and veteran content creator for networks like ABC,...
Empowering Entrepreneurs – Nicole Davis CPA
In this episode, Rory speaks with Nicole Davis, Chief Hello Officer at Butler Davis Accounting and co-founder of The Modern...
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...
How to Become Emotionally Ready for Retirement w/ Morningstar’s Samantha Lamas
In this episode, Rory speaks with Samantha Lamas, a behavioral researcher at Morningstar, about the crucial but often neglected aspect...