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.

In this episode of Advice Architects, we dive deep with Jason Pereira, as he paints a picture of the future of financial planning without mentioning artificial intelligence (AI). What does financial planning really mean? To Jason, it's much more than dollars and cents—it's about the intersection of life aspirations, comprehensive understanding, and the art of human connection. While technology has its merits, the true value of a financial planner goes beyond algorithms. From being life coaches to navigating the emotional terrains often overlooked by software, join us as Jason shares his vision of an industry where the balance between tech and touch defines success. If you've ever wondered about the human side of financial strategy, this episode is for you.

In this episode of Advice Architects, host Day Wachell leads an engaging discussion with Scott Reddel, Managing Director at Accenture and a leader in the wealthtech ecosystem. With over two decades of experience, Scott delves deep into the transformative shifts in wealth management, emphasizing the evolving client needs and the role of technology in shaping the future of financial advice. As clients increasingly seek access, education, and trust, the challenge for advisors is to consistently meet these demands while balancing intelligence (IQ) and emotional intelligence (EQ). The conversation also touches upon the expanding definition of "advice", emphasizing its holistic nature that goes beyond mere financial planning. With the industry at a crucial inflection point, this conversation underscores the need for adaptability and innovation in the face of changing client expectations and technological advancements.