In this panel episode, Rory speaks with Seth Fineberg, founder of Accountants Forward, and Phillip Hecker, CEO of Bento Engine, about their contributions to The Holistic Guide to Wealth Management and the major inflection point in the accounting profession. They explore the evolution of financial advice—from Advice 1.0 (transactional) to Advice 2.0 (goal-based planning) and now Advice 3.0 (comprehensive wealth management), where proactive, personalized guidance strengthens client engagement. Discover why Theodore Roosevelt’s words—"Clients don’t care how much you know until they know how much you care."—are more relevant than ever, and how professionals can move beyond technical expertise to demonstrate true empathy and impact. Find out why they believe the Virtual Family Office model, combined with timely and personalized client engagement, drives the greatest impact. Discover how fostering a Return on Relationships (ROR) mindset empowers advisors to connect with clients through a human-first approach, building trust, deepening loyalty, and driving long-term success. Do you want to know if most American’s are filing for Social Security at the wrong time? Want to learn how financial engagement can help advisors connect with the next generation and build lasting relationships? Find out the answers to these questions and more in this special Holistic Guide to Wealth Management book episode with Phillip, Seth, and Rory.
