Streamlining Client Engagement for Financial Advisors

With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap.

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.” Roosevelt made that comment over a century ago, but it remains highly relevant today. For instance, when people ask me why more accountants are incorporating holistic finance services into their practices, I tell them 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.

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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.