The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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13d ago 25:13

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In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor.

Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape of wealth management and its critical intersection with accounting and tax professionals.

The conversation explores the integration of technology in financial planning, highlighting how software is making holistic financial strategies more accessible.

Rory shares insights on the importance of collaboration among financial and accounting professionals and delves into the psychology of financial behavior. Tune in for valuable wisdom that can help accounting professionals enhance their services and better serve their clients.

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