• Advice Architects Ep. 14 - Holistic Wealth: Everything You Ever Wanted to Know about Tax But Were Afraid to Ask, with Rory Henry, Arrowroot Family Office

  • Nov 1 2023
  • Length: 29 mins
  • Podcast

Advice Architects Ep. 14 - Holistic Wealth: Everything You Ever Wanted to Know about Tax But Were Afraid to Ask, with Rory Henry, Arrowroot Family Office

Listen for free

View show details

  • Summary

  • Get ready for an enlightening conversation as we welcome Rory Henry, director at Arrowroot Family Office and co-host of the Wealth Management forward podcast. This episode takes a deep dive into Rory's journey from constructing tax technology to creating a program aimed at equipping CPAs and financial advisors with the tools to dispense holistic advice. He shares his insights on the importance of face-to-face interactions for comprehending client's intrinsic value and his excitement when he discovered the potential of estate planning technology.

     
    Show More Show Less
Show More Show Less

What listeners say about Advice Architects Ep. 14 - Holistic Wealth: Everything You Ever Wanted to Know about Tax But Were Afraid to Ask, with Rory Henry, Arrowroot Family Office

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.in reviews

Amazon Reviews
No Reviews are Available