• How to Be More Human-Centered Advisor

  • 2024/03/26
  • 再生時間： 34 分
  • ポッドキャスト

How to Be More Human-Centered Advisor

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  • サマリー

  • Join Matt and Rory Henry, Director of 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.


    Rory's Links:Arrowroot Family Office | Wealth Management Forward | LinkedIn




    Our Recommended Tool Stack:

    • Flywheel (WordPress Hosting)
    • Active Campaign (Email Delivery)
    • Descript (Video Transcript and Editing)



    Listen On: YouTube | Spotify | Apple Podcasts



    Hosted on Acast. See acast.com/privacy for more information.
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あらすじ・解説

Join Matt and Rory Henry, Director of 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.


Rory's Links:Arrowroot Family Office | Wealth Management Forward | LinkedIn




Our Recommended Tool Stack:

  • Flywheel (WordPress Hosting)
  • Active Campaign (Email Delivery)
  • Descript (Video Transcript and Editing)



Listen On: YouTube | Spotify | Apple Podcasts



Hosted on Acast. See acast.com/privacy for more information.
続きを読む 一部表示

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