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Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management
Manage episode 490386977 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer
By Rory Henry CFP®, BFA™
For CPA Trendlines
As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”
When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes.
MORE Rory Henry and The Holistic Guide to Wealth Management
Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.
399 episodes
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Manage episode 490386977 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer
By Rory Henry CFP®, BFA™
For CPA Trendlines
As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”
When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes.
MORE Rory Henry and The Holistic Guide to Wealth Management
Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.
399 episodes
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