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dr. lurtz: financial psychology transforms client convos | holistic guide to wealth management

normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

spreadsheets, projections, and tax strategies have long dominated advisory. but as dr. meghaan lurtz of shaping wealth explains, the work of advisors goes far beyond the numbers. at its best, our work is about relationships, community, and helping clients solve financial challenges and build lives full of meaning and connection. 

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lurtz is one of the world’s leading experts on the psychology of financial planning. she is a professor of practice at kansas state university, where she teaches in the advanced financial planning and financial therapy certificate programs. she is also a lecturer at columbia university, where she teaches financial psychology. her research and teaching focus on how advisors can ask better questions and utilize positive psychology frameworks to deepen relationships with clients and keep them engaged in the long term. 
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accounting influencers

big 4 layoffs reveal new jobs reality | accounting influencers

industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value.

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sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

accounting influencers
with rob brown

between june 2023 and september 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. kpmg disclosed a deeper round of auditor layoffs in mid-2023. grant thornton cut approximately 3% of its u.s. staff (about 350 employees) in may 2024. in september 2024, pwc announced one of its most significant reorganizations in years, resulting in the elimination of approximately 1,800 positions in its u.s. operations.

since then, further reductions have continued. in may 2025, pwc laid off approximately 1,500 more u.s. employees (around 2% of its u.s. workforce), primarily in its audit and tax lines. meanwhile, kpmg pursued additional cuts, including a round impacting roughly 4% of its u.s. audit workforce later in 2024. grant thornton also followed the earlier reductions with more targeted layoffs after its private-equity deal, trimming about 150 u.s. roles (1.5% of its domestic workforce) in late 2024.

these moves are not isolated. they signal a broader industry recalibration, leaving thousands of accountants uncertain about their future.

at the same time, some major firms are doubling down on mandatory office attendance. industry observers say the combination of job insecurity and rigid workplace policies could push professionals to seek more flexible and stable opportunities.

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advisory & consulting

advisory includes more than you might think

henry
 rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

what do you see when you envision your future?

by rory henry
the holistic guide to wealth management

i work at a virtual family office called arrowroot family office. over the course of my career i have learned that family (and family dynamics) significantly shapes who we are and how we form relationships in life.

more: wealth management: can you afford not to provide it?
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research shows that one of the biggest drivers of family dynamics is the order in which each child is born. birth order theory, developed by alfred adler in the 20th century, suggests that the order in which children are born can have a significant impact on their development and personality.
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management

create an accountability chart for your firm

it beats an org chart and here’s why.

by jody grunden
building the virtual cfo firm in the cloud

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”

more by jody grunden
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we got to a point where we realized that adam and i didn’t have clarity around our individual roles, and we were overlapping one another. we needed to have clearly defined roles for one another as well as the people who were working for us. lack of clarity can cause a loss in production.
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