In this episode:

Arrowroot Family Office CEO Rob Santos and Director Rory Henry introduce Wealth Management Forward and explain how accounting firms can implement a Holistic Wealth Management Strategy to transform the way they do business. They discuss the history of Investment Advisory from the "cliche" historical stockbroker to the current Registered Investment Advisor who is bound by a fiduciary duty. Accounting firms will be able to gain insight on how they can expand their suite of services to grow their business and better serve their clients.

What is Holistic Wealth Management
Introduce Services: Financial Planning, Investment Advisory, Estate Planning, and Life Insurance
Answer some FAQ's
Overview of Course

Episode 1 Holistic Wealth Management