Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry

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Accounting Leaders Podcast

Stuart McLeod

74 episodes

1 week ago

Join Stuart McLeod as he interviews the world's top accounting leaders to understand their story, how they operate, their goals, mission, and top advice to help you run your accounting firm.

Management

Business

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Join Stuart McLeod as he interviews the world's top accounting leaders to understand their story, how they operate, their goals, mission, and top advice to help you run your accounting firm.

Management

Business

Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry

Accounting Leaders Podcast

37 minutes

2 years ago

Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry

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)