Episode 25 - Rory Henry - Transforming Advisory Conversations for Better Outcomes

Meet Rory!

Zane speaks with Rory Henry, a certified financial planner and behavioral financial advisor, about the integration of behavioral finance and holistic wealth management. Rory discusses his journey from tax professional to wealth management, emphasizing the importance of a holistic approach that considers all aspects of a client's financial life. The conversation delves into the evolution of financial advisory, the significance of understanding clients' emotional relationships with money, and the necessity of having difficult conversations to guide clients toward their ideal futures.

Rory also explores the concept of money scripts and how they influence financial decisions, advocating for a values-based planning approach to create meaningful financial strategies. In this conversation they discuss the intricate relationship  ...