How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
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Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry
MP3•Episode home
Manage episode 360120379 series 2951819
Content provided by Stuart McLeod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart McLeod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space.
Together, they talk about:
- Why accountants are well-positioned to get involved in wealth management (02:15)
- The origin story of Arrowroot Family Office (07:00)
- Creating a personalized financial advisory experience (09:40)
- Diversifying an accountant's portfolio with wealth management (12:00)
- Are accountants the future of investment advisory? (15:30)
- How accountants can add value to a holistic financial plan (28:06)
- Planning for succession as firm owners (32:00)
74 episodes
MP3•Episode home
Manage episode 360120379 series 2951819
Content provided by Stuart McLeod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart McLeod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space.
Together, they talk about:
- Why accountants are well-positioned to get involved in wealth management (02:15)
- The origin story of Arrowroot Family Office (07:00)
- Creating a personalized financial advisory experience (09:40)
- Diversifying an accountant's portfolio with wealth management (12:00)
- Are accountants the future of investment advisory? (15:30)
- How accountants can add value to a holistic financial plan (28:06)
- Planning for succession as firm owners (32:00)
74 episodes
All episodes
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