In Episode 60 of the Big 4 Transparency Podcast I’m joined by Rory Henry, someone I’m going to be on a panel with at Bridging the Gap 2025! Rory talks all about how firms should be considering financial planning and wealth advisory services as a way of more holistically serving clients, while being able to generate greater returns on their time and relationships with clients.

Connect with Rory:

LinkedIn: https://www.linkedin.com/in/roryshenry/

Check out his new book: https://advisror.com/

Get in touch with me:

Website: https://www.big4transparency.com/

Newsletter: https://big4transparency.beehiiv.com/

Email: [email protected]

Twitter: https://twitter.com/B4Transparency

LinkedIn: https://www.linkedin.com/in/dopiscopo/