In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech strategist and co-founder of K2 Enterprises, to discuss the technology and behavioral finance topics outlined in The Holistic Guide to Wealth Management and the evolving role of CPAs and financial advisors. Dr. Crosby explains why values-based planning isn’t just feel-good theory—it drives real outcomes, citing stats that show clients in goals-based portfolios are 10x less likely to panic sell and twice as likely to save for retirement. Randy shares how AI, automation, and real-time data are freeing up capacity so firms can spend less time on compliance and more time on relationships, strategy, and outcomes. They discuss why holistic financial planning is the foundation for stronger, more durable client relationships. Want to know how behavioral finance and a human-first approach can power deeper client engagement? Curious how CPAs can turn AI into a competitive advantage? Find out the answers to these questions and more in this future-focused conversation with Dr. Daniel Crosby and Randy Johnston.