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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.
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Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry
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
Share
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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Similar to Accounting Leaders Podcast
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.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Retired Navy SEAL, Jocko Willink and Director, Echo Charles discuss discipline and leadership in business, war, relationships and everyday life.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
You spend a quarter of your life at work. You should enjoy it! Organizational psychologist Adam Grant takes you inside the minds of some of the world’s most unusual professionals to discover the keys to a better work life. From learning how to love your rivals to harnessing the power of frustration, one thing’s for sure: You’ll never see your job the same way again. Produced in partnership with Transmitter Media.
…
continue reading
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