Jetpack Workflow Blog The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry

Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor.  Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, “Holistic Guide to Wealth Management,” discusses the evolving landscape of wealth... The post The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry appeared first on Jetpack Workflow.