Sign up to save your podcasts
Or
Share How to Be More Human-Centered Advisor
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How to Be More Human-Centered Advisor
Join Matt and Rory Henry, Director of 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 | Wealth Management Forward | LinkedIn
Our Recommended Tool Stack:
- Flywheel (WordPress Hosting)
- Active Campaign (Email Delivery)
- Descript (Video Transcript and Editing)
Listen On: YouTube | Spotify | Apple Podcasts
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Matt Banker
5
44 ratings
Join Matt and Rory Henry, Director of 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 | Wealth Management Forward | LinkedIn
Our Recommended Tool Stack:
- Flywheel (WordPress Hosting)
- Active Campaign (Email Delivery)
- Descript (Video Transcript and Editing)
Listen On: YouTube | Spotify | Apple Podcasts
Hosted on Acast. See acast.com/privacy for more information.
More shows like Marketing for Accounting Firms
View all
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
74 Listeners