How to Be More Human-Centered Advisor
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Description
Join Matt and Rory Henry Director Arrowroot Family Office, as we explore the power of human-centered approaches in accounting. Discover how prioritizing emotional connections and understanding client values fosters trust and drives business growth. Gain actionable insights into integrating wealth management, business advisory, and personal development to create comprehensive client solutions. Tune in to revolutionize your accounting practice with a human-first mindset. Rory's Links: Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ Wealth Management Forward: https://wealthmanagementforward.com/ LinkedIn: https://www.linkedin.com/in/rory-henry-cfp%C2%AE-bfa%E2%84%A2-0920b7150/ Our Recommended Tool Stack: WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v Email Delivery: Active Campaign: https://activecampaign.referralrock.c… Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA Local SEO: BrightLocal: https://shareasale.com/r.cfm?b=314694&u=3993750&m=33269&urllink=&afftrack= Listen On: YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04 Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214 Hosted on Acast. See acast.com/privacy for more information.
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