Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry

Accounting Leaders Podcast

English - April 07, 2023 16:43 - 37 minutes - 85 MB - ★★★★★ - 3 ratings
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Previous Episode: Solving big problems in a small town, with Meghan Blair

Next Episode: Right people, right place, right time. A conversation with Carla Caldwell

Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space.

Together, they talk about:

Why accountants are well-positioned to get involved in wealth management (02:15)The origin story of Arrowroot Family Office (07:00)Creating a personalized financial advisory experience (09:40)Diversifying an accountant's portfolio with wealth management (12:00)Are accountants the future of investment advisory? (15:30)How accountants can add value to a holistic financial plan (28:06)Planning for succession as firm owners (32:00)