On Episode 86 of The Unique CPA, Randy welcomes Rob Santos and Rory Henry of Arrowroot Family Office, to discuss the opportunities for collaboration that exist between accounting firms and financial planners. Co-hosts of the AFO | Wealth Management Forward Podcast, Rob and Rory talk about the modern technological solutions that make individually tailored wealth management available to everyone—and explain what a massive improvement in the service offering they represent. Get the full show notes and more resources at <a href="https://theuniquecpa.com">TheUniqueCPA.com</a>

On Episode 86 of The Unique CPA, Randy welcomes Rob Santos and Rory Henry of Arrowroot Family Office, to discuss the opportunities for collaboration that exist between accounting firms and financial planners. Co-hosts of the AFO | Wealth Management Forward Podcast, Rob and Rory talk about the modern technological solutions that make individually tailored wealth management available to everyone—and explain what a massive improvement in the service offering they represent. Get the full show notes and more resources at TheUniqueCPA.com

On Episode 86 of The Unique CPA, Randy welcomes Rob Santos and Rory Henry of Arrowroot Family Office, to discuss the opportunities for collaboration that exist between accounting firms and financial planners. Co-hosts of the AFO | Wealth Management Forward Podcast, Rob and Rory talk about the modern technological solutions that make individually tailored wealth management available to everyone—and explain what a massive improvement in the service offering they represent. Get the full show notes and more resources at <a href="https://theuniquecpa.com" rel="noopener noreferrer">TheUniqueCPA.com</a>

Be an Advisor, Not Just a Reporter

Over more than five years and 200 episodes, The Unique CPA has blossomed from "just an accounting podcast" into a community of thriving accounting professionals. With personal fulfillment and energizing, passionate work at the top of our list of priorities, we're keeping you at the forefront of the changing face of public accounting through conversations with fascinating leaders who understand that the one constant in the accounting profession is change: Change in our approach to the demands of the profession, change in the technology we use to more efficiently do our jobs, and change in our ability to express who each of us really is as a human being.

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