How to Be More Human-Centered Advisor
Join Matt and Rory Henry Director Arrowroot Family Office, as we explore the power of human-centered approaches in accounting. Discover how prioritizing emotional connections and understanding client values fosters trust and drives business growth. Gain actionable insights into integrating wealth management, business advisory, and personal development to create comprehensive client solutions. Tune in to revolutionize your accounting practice with a human-first mindset.
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Insights on how your firm can do better marketing.
Rory’s Links:
Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/
Wealth Management Forward: https://wealthmanagementforward.com/
LinkedIn: https://www.linkedin.com/in/rory-henry-cfp%C2%AE-bfa%E2%84%A2-0920b7150/
Our Recommended Tool Stack:
WordPress Hosting: Flywheel: https://share.getf.ly/c05x9v
Email Delivery: Active Campaign: https://activecampaign.referralrock.c…
Video Transcript and Editing: Descript: https://www.descript.com/?lmref=P7B3NA
Local SEO: BrightLocal: https://shareasale.com/r.cfm?b=314694&u=3993750&m=33269&urllink=&afftrack=
Listen On:
YouTube: https://www.youtube.com/channel/UCuRX4u8IASb63Qbln0b3ZyA/videos
Spotify: https://open.spotify.com/show/4eMXgy5Gr6gxx9tjDc8f04
Apple Podcasts: https://podcasts.apple.com/us/podcast/marketing-for-accounting-firms/id1647185214