Combine technical knowledge with behavioral insights to create holistic client solutions.

Accounting ARC

With Donny Shimamoto

Center for Accounting Transformation

Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach.

• MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting's Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z - And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return

Henry is a director at Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice. His mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.