How to Be More Human-Centered Advisor

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Marketing for Accounting Firms

Matt Banker

38 episodes

1 week ago

Conversations about marketing for accounting firms.

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Conversations about marketing for accounting firms.

Hosted on Acast. See acast.com/privacy for more information.

How to Be More Human-Centered Advisor

Marketing for Accounting Firms

34 minutes 9 seconds

1 year ago

How to Be More Human-Centered Advisor

Join Matt and Rory Henry, Director of Arrowroot Family Office, as we explore the power of human-centered approaches in accounting. Discover how prioritizing emotional connections and understanding client values fosters trust and drives business growth. Gain actionable insights into integrating wealth management, business advisory, and personal development to create comprehensive client solutions. Tune in to revolutionize your accounting practice with a human-first mindset.

Rory's Links:Arrowroot Family Office | Wealth Management Forward | LinkedIn

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