Becoming a holistic advisor

출처Accounting Today Podcast•Accounting Today

Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry , a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management."

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EPISODEJuly 21, 2025

Becoming a holistic advisor

출처Accounting Today Podcast•Accounting Today

Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry , a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management."

이런 팟캐스트도 좋아하실 수 있어요

Waves Explore Library Vibes Podcasts Audiobooks