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rory henry: create the return on relationships | the disruptors

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be a client-centric human in a world of ai and technology.

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the disruptors
with liz farr

rory henry asked himself, “why don’t financial advisors and cpas work together?” it boggled his mind because both work with the client’s finances but are not always in sync. “we’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” henry says. “but really, one decision affects another.”

more rory henry: the holistic guide to wealth management | more disruptors: mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius |

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the ultra-wealthy have long used the family office model to bring a staff of cpas, attorneys, and advisors to provide governance, legacy planning, and intergenerational wealth planning. at arrowroot family office, henry is leveraging technology to bring the benefits of the family office model to everyone. “so it’s really integrating these solutions, using technology, using relationships, to really provide for the many needs of the business and the personal finances of your clients.”

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kate johnson: how accountants can grow with video | accounting influencers

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diversify your revenue streams with video and build a virtual accounting career.

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accounting influencers
with rob brown

kate josephine johnson owns heritage business services, llc, a virtual bookkeeping firm serving small businesses across the united states. she is also the chief hustler at bookkeeping side hustle, where she helps other accounting professionals build virtual accounting careers they love.

johnson urges accounting professionals to diversify their revenue streams by leveraging ebooks, monthly membership for diy clients, vendor referral links, youtube, and newsletter and video content sponsorships. she says you need two skills to make videos: creating and communicating. 

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