Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space.
Together, they talk about:
- Why accountants are well-positioned to get involved in wealth management (02:15)
- The origin story of Arrowroot Family Office (07:00)
- Creating a personalized financial advisory experience (09:40)
- Diversifying an accountant's portfolio with wealth management (12:00)
- Are accountants the future of investment advisory? (15:30)
- How accountants can add value to a holistic financial plan (28:06)
- Planning for succession as firm owners (32:00)
Accounting Leaders Podcast