Innovative Insights from Accounting, Wealth Management and Behavioral Finance Leaders

In our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in accounting, wealth, and behavioral finance. The episode features a look into vulnerability and leadership with keynote speaker Amy Vetter and Intergenerational and Gender Communication specialist Julie Johnson. Listen as folks like Jody Padar, "The Radical CPA," talk about how AI is revolutionizing professional services. Discover why attorney and legacy planner Matthew McClintock thinks there is potential for a dawn of a new era in Bitcoin. You'll hear John Fenton discuss the power of discovering your "Why" to better connect with colleagues and clients. Hear from Dr. Kristy Archuleta discuss how we can use a more holistic approach when working with clients and why the "Sassy Septuagenarian," Keena Pettijohn believes we can all become more Sympathetic, Memorable, and Empathetic. Join us as we revisit the most impactful episodes of 2023.