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rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice. |
read this before you start adding new service offerings to your practice.
by rory henry
the holistic guide to wealth management
most of you reading this article are highly motivated, highly disciplined individuals with a keen eye for detail and incredible dedication to your clients. i’m sure many of you are thinking about ways to squeeze even more productivity out of your day so you can find time to incorporate financial advisory services into your thriving practice.
more: build stronger financial futures with health care planning | marketing strategies for wealth management services | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
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we all know about the burnout epidemic plaguing the accounting profession, and it’s not just a mental health issue. before you start burning the candle at both ends, please review the cautionary tales of highly accomplished cpas and entrepreneurs below who’ve had to make significant recalibrations to their lives when their health ultimately failed them.
to read the full article
