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PODCAST

Fenton and Hill: Stronger Firms Inside Out | Holistic Guide to Wealth Management

Meet at the intersection of people, process, and purpose.

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By Rory Henry CFP®, BFA™
For CPA Trendlines

When firms talk about growth, they usually point to increases in revenue, staffing, or service lines. But as coaches Will Hill and John Fenton remind me in our recent panel, the true drivers of sustainable growth are people, process, and purpose. Without those foundations, they say, even the best new initiatives will stall. 

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Hill, founder of Will Hill Consults, describes his work as sitting at the intersection of people and process. Fenton, CEO of John J. Fenton Executive Coaching and a former BDO managing partner, focuses on leadership and culture, and sits at the intersection of people and purpose. Together, the panelists offer practical guidance for firm leaders looking to improve their organization’s culture, to manage change, and to avoid staff burnout. 
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CLIENT SERVICE OPPORTUNITIES

Simone: Financial Planning’s Most Overlooked Piece | Holistic Guide to Wealth Management

As your client’s trusted advisor, can you afford not to include it?

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By Rory Henry CFP®, BFA™
For CPA Trendlines

“The first wealth is health,” wrote Ralph Waldo Emerson. Healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. For many clients, uncertainty around coverage can be as stressful as market swings or tax changes. 

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Christine Simone, partner at Move Health and contributor to Holistic Guide to Wealth Management, believes health care planning should be part of every advisor’s toolkit. Research shows that two–thirds (65%) of clients would like their advisors to help them with health insurance planning, but only 4% receive that help. “If you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” Simone observes.  READ MORE →

PODCAST

Kinder: Put Vision Before Numbers | Holistic Guide to Wealth Management

Trust outlasts spreadsheets.

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By Rory Henry CFP®, BFA™
For CPA Trendlines

Like CPAs, financial planners have long been associated with numbers people. They’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” But George Kinder, founder of the Kinder Institute of Life Planning, argues that most practitioners are overlooking the most obvious skill needed to be a successful advisor: listening. 

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“Too many advisors take the math-first approach,” Kinder says. “Instead, they should be doing deep listening and building trust with clients to help them construct their ideal life. Only when that’s established should the math and money decisions be introduced.”  

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GROWTH STRATEGIES

Fogelman, Maksymiw: Raise Rates, Harness AI | Holistic Guide to Wealth Management

Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams.

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By Rory Henry CFP®, BFA™
For CPA Trendlines

On the latest episode of The Holistic Guide to Wealth Management, Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, CPA, Executive Director of Aprio Firm Alliance, share strategies for firm growth, profitability, and sustainability. Their discussion covers value-based pricing, client relationships, team culture, leadership authenticity, and the role of technology in shaping the accounting profession’s future.

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Fogelman argues that firms often avoid raising rates out of fear of alienating long-time clients, but that reluctance undervalues their services. She stresses that a structured approach to rate increases allows firms to retain most clients while improving profitability.

The first step, she explains, is identifying which clients are profitable and which ones drain resources. By focusing on “what’s behind the money,” firms can better understand client goals and position themselves as consultants rather than technicians.

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ADVISORY & CONSULTING

Life Planning: Going Beyond the Financials

woman and man talking in office

 

What actions and changes can enhance emotional well-being and quality of life? They may be financial.

By Rory Henry
The Holistic Guide to Wealth Management

The future of advice is not financial, it’s human! It is about helping clients live their best lives.

MORE: How to Conduct a Proper Discovery Meeting | Understand Clients’ Relationship with Money | Manage Change through A PACT | 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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Instead of emphasizing technical skills such as minimizing taxes, building a portfolio and executing a Roth conversion, our goal is to shift your thinking toward a human-first financial mindset. This approach helps you uncover a person’s entire life. By being attentive to the many aspects of well-being, we can have a transformative impact on our client relationships that goes beyond financials.
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