Be the Flywheel to Increase Revenue

“This will be the largest transfer of wealth the nation has ever seen in such a short period of time.”

By Rory Henry, CFP®, BFA

Henry

Rory Henry is a Director at Arrowroot Family Office and host of the Wealth Management Forward podcast. He can be reached to discuss ways to integrate financial planning into your practice through the CPA Partnership program at (310) 566-5865 or at rory@arrowrootfamilyoffice.com.

The financial advice business is undergoing significant change, particularly in the accounting and wealth management sectors. The arrival of private equity firms, combined with the rise of M&A and rapid advancements in technology, has shifted the landscape considerably. While these changes are unsettling to some practitioners, I view them as opportunities.

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In many ways, a CPA is a flywheel at the center of the financial advisory engine. All the other providers and advisors rotate around the CPA, and together they build momentum as the firm expands its offerings and as the advice engine gains speed and confidence.

Posted on August 7, 2023

Rory Henry

About the Author

Rory Henry is a Director at Arrowroot Family Office and host of the Wealth Management Forward podcast, for accountants and CPAs who are looking to grow their service offerings and capitalize on their clients.

The podcast brings on industry-leading experts to discuss how accounting firms and financial advisors can elevate their practice via the adoption of Holistic Wealth Management Services.

Rory Henry, a Behavioral Financial Advisor (BFA), is the Director at Arrowroot Family Office and Co-Founder of AFO Wealth Management Forward. He has been in the tax and financial advisory profession for more than 15 years and has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice. As an accredited Behavioral Financial Advisor, Henry combines traditional finance, psychology, and neuroscience. Outside work, Rory is an avid sports fan, plays golf, and enjoys performing Improv at comedy theatres throughout Los Angeles.

He can be reached at (310) 566-5865 | rory@arrowrootfamilyoffice.com 

This material may contain opinions of the participants but not necessarily those of Arrowroot Family Office, its affiliated companies, directors, and employees. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results. Content should not be construed as investment, legal or tax advice. The information in this communication is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance, or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended.

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