Rory Henry: Create the Return on Relationships | The Disruptors [Video]

Be a client-centric human in a world of AI and technology.

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The DisruptorsWith Liz Farr

Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” Henry says. “But really, one decision affects another.”

MORE RORY HENRY: The Holistic Guide to Wealth Management | MORE DISRUPTORS: Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business |  Nancy McClelland: Be the One Your …