The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry
MP3•Episode home
Manage episode 360120379 series 2951819
Content provided by Stuart McLeod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart McLeod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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)
74 episodes
MP3•Episode home
Manage episode 360120379 series 2951819
Content provided by Stuart McLeod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart McLeod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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)
74 episodes
All episodes
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