AI Can Be Your Ally or Your Competitor

Davyde “Day” Wachell is the co-founder and CEO of Responsive AI. He studied AI in the SymSys program at Stanford and Film at Columbia. Their innovative thinking drives the company’s success by bridging technology and the arts, leading to a culture of creativity and out-of-the-box thinking.

Six steps to using it to grow and protect revenue.

By Davyde Wachell
The Holistic Guide to Wealth Management

“There are decades where nothing happens; and there are weeks where decades happen.” – Vladimir Ilyich Lenin

Lenin’s quip resonates deeply with any seasoned advice professional. Black Friday, 9/11, the Great Recession and COVID-19 kept us on our toes when it came to the markets and our clients. Big outlier events that disrupt “business as usual” can arise at any moment. These moments can change the lives of our clients, and as a result, the growth and stability of our businesses. Our clients can lose their trust in us in the blink of an eye if we haven’t positioned those clients correctly, or if we do not respond effectively to changes in the market.

MORE Rory Henry and The Holistic Guide to Wealth Management
Exclusively for PRO Members. Log in here or upgrade to PRO today.

How we prepare our business for the unexpected determines our ability to respond to outlier events. How we respond to those events determines how we perform under pressure. Staying competitive isn’t about performing well when the sun is shining; it’s about executing and gaining clarity in the fog of war.

Posted on January 4, 2026

Rory Henry

About the Author

Rory Henry is the author of "Holistic Guide to Wealth Management," published by CPA Trendlines here, a comprehensive resource with contributions from over 24 thought leaders in accounting, wealth management, and behavioral finance.

Buy now | Learn more

Henry, a Certified Financial Planner™ and a Behavioral Financial Advisor (BFA™), is a director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward.

Catch the webcasts and podcasts for the handbook, here:

The Holistic Guide to Wealth Management

Originator of the Advis-ROR®, methodology (Return on Relationship), Rory has been in the tax and financial advisory profession for nearly two decades. He has created a unique program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practices.

He hosts the AFO Wealth Management Forward podcast, and has been published in numerous financial and accounting media outlets including Accounting Today, CPA Trendlines, Intuit Tax Pro Connect and Financial Advisor Magazine among others.

Outside of the office work, Rory is an avid sports fan, plays golf, and enjoys performing improv at comedy theaters throughout Los Angeles.

He can be contacted on Linkedin.

Arrowroot Family Office Disclaimer: This material contains 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.

Click here for more by Rory Henry

MORE Rory Henry and The Holistic Guide to Wealth Management Exclusively for PRO Members. Log in here or upgrade to PRO today.

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.

MORE Rory Henry and The Holistic Guide to Wealth Management
Exclusively for PRO Members. Log in here or upgrade to PRO today.