Notas del episodio
In Episode 60 of the Big 4 Transparency Podcast I’m joined by Rory Henry, someone I’m going to be on a panel with at Bridging the Gap 2025! Rory talks all about how firms should be considering financial planning and wealth advisory services as a way of more holistically serving clients, while being able to generate greater returns on their time and relationships with clients.
Connect with Rory:
LinkedIn: https://www.linkedin.com/in/roryshenry/
Check out his new book: https://advisror.com/
Get in touch with me:
Website: