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ADVISORY & CONSULTING

Accounting Evolves to Include Holistic Financial Planning

Vintage pocket watch lying on hundred dollar bills

A one-two punch of value.

By Rory Henry
The Holistic Guide to Wealth Management

The accounting profession is evolving rapidly. New business models are emerging, and firms are uncoupling themselves from the constraints of a partnership structure, from outdated service offerings, and from time-based pricing practices.

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You may be asking yourself: “What business am I truly in?” or perhaps, “What business should I be in?” Before answering these questions, consider that you may ultimately be in the relationship business more than you’re in the tax, accounting or bookkeeping business. It doesn’t matter which training, certifications or acronyms you have following your name. If you’re moving into financial planning – or thinking about doing so – you might want to ask yourself: “Am I really in the human business?”
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PODCAST

Friedman: Carbyne Allocation = Your New Secret Weapon | Holistic Guide to Wealth Management

Reallocate conservative assets into life insurance to enhance stability and after-tax returns.

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Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Life insurance has long been misunderstood. Too often, advisors and clients alike dismiss it as costly, confusing, or underperforming. But as Keith Friedman, CEO and founder of FBO Strategies, explains on our recent podcast, permanent life insurance deserves a second look. When designed and communicated correctly, life insurance can be a flexible, tax-efficient asset that provides protection, liquidity, and even a hedge against long-term care costs. 

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Friedman, creator of the trademarked Carbyne Allocation® approach, has built his practice on independence, analysis, and transparency. He believes the industry needs to move past outdated sales tactics and toward thoughtful integration of insurance into portfolio construction and holistic planning. 

“Permanent life insurance or cash value life insurance is frequently viewed as something that is expensive, rigid, and doesn’t perform,” Friedman says. “Now some of those things are true—but over time the commissions and fees are actually less than if you paid an advisor to manage your money.” 

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ADVISORY & CONSULTING

Clients Need Empathy

Henry
 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.

Think about a return on relationships.

By Rory Henry
The Holistic Guide to Wealth Management

In his iconic work, “Meditationes Sacrae” (1597), Sir Francis Bacon wrote that “knowledge itself is power.” Many scholars believe Bacon wanted to further the idea that having and sharing knowledge is the cornerstone of reputation and influence – and therefore power. All achievements emanate from this philosophy.

MORE: Advisory Includes More Than You Might Think | Wealth Management: Can You Afford Not to Provide It?
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But in many areas such as business, finance, sports and the military, knowledge can be a competitive advantage. Therefore, many are reluctant to share their knowledge with others.
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PODCAST

Dr. Lurtz: Financial Psychology Transforms Client Convos | Holistic Guide to Wealth Management

Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being.

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. See Today’s Special Offer

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Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

By Rory Henry CFP®, BFA™
For CPA Trendlines

Spreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is about relationships, community, and helping clients solve financial challenges and build lives full of meaning and connection. 

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Lurtz is one of the world’s leading experts on the psychology of financial planning. She is a Professor of Practice at Kansas State University, where she teaches in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. Her research and teaching focus on how advisors can ask better questions and utilize positive psychology frameworks to deepen relationships with clients and keep them engaged in the long term. 
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ADVISORY & CONSULTING

Advisory Includes More Than You Might Think

Henry
 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.

What do you see when you envision your future?

By Rory Henry
The Holistic Guide to Wealth Management

I work at a virtual family office called Arrowroot Family Office. Over the course of my career I have learned that family (and family dynamics) significantly shapes who we are and how we form relationships in life.

MORE: Wealth Management: Can You Afford Not to Provide It?
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Research shows that one of the biggest drivers of family dynamics is the order in which each child is born. Birth order theory, developed by Alfred Adler in the 20th century, suggests that the order in which children are born can have a significant impact on their development and personality.
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