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Rory Henry: Why Nontraditional Accountants May Hold the Future of Finance| ARC
Manage episode 508373297 series 2907093
Combine technical knowledge with behavioral insights to create holistic client solutions.
Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation
Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach.
- MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting's Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z - And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return
Henry is a director at Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice. His mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.
513 episodes
Manage episode 508373297 series 2907093
Combine technical knowledge with behavioral insights to create holistic client solutions.
Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation
Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach.
- MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting's Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z - And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return
Henry is a director at Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice. His mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.
513 episodes
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