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Rory Henry on Muck Rack

Rory Henry

(He/Him)
Marina del Rey
As seen in: EIN News, Accounting Today, Financial Advisor, Financial Planning, CPA Trendlines
Covers:  Financial Planning, Wealth Management, Accounting, Tax , Behavioral Finance, and Technology

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Rory Henry’s Biography

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Rory Henry, a Certified Financial Planner™ and a Behavioral Financial Advisor (BFA™), is director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward. Originator of the Advis-ROR™ methodology (Return on Relationships) Rory has been in the tax and financial advisory profession for over 15 years. He has created a unique program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practices.

He is the author of th…

Rory Henry’s Journalist Portfolio

How to communicate large tax bills to your clients - Tax Pro Center | Intuit

How to communicate large tax bills to your clients - Tax Pro Center | Intuit

As a CPA, EA, or tax preparer, busy season seems to get longer, more stressful, and more complicated every ye…

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Gen Z wealth: Soft saving & holistic prosperity - Tax Pro Center | Intuit

Gen Z wealth: Soft saving & holistic prosperity - Tax Pro Center | Intuit

Discover how you help Gen Z meet their savings goals and more with insightful advice from Rory Henry, CFP®, B…

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Tax pros and the Great Wealth Transfer Opportunity - Tax Pro Center | Intuit

Tax pros and the Great Wealth Transfer Opportunity - Tax Pro Center | Intuit

You have a unique opportunity to assist your clients with their wealth transfer and estate planning needs. Ro…

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How to cross sell services between entities

How to cross sell services between entities

This collaborative model isn’t only for behemoth firms; smaller firms and even sole practitioners can integra…

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Measuring your firm's ROR - Tax Pro Center | Intuit

Measuring your firm's ROR - Tax Pro Center | Intuit

Find out more about ROR, the Return on Relationship, and how this applies to your advisory services delivery.

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Articles

Build Stronger Financial Futures with Health Care Planning

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By Rory Henry
| CPA Trendlines Verified
Simone Christine Simone is the CEO & co-founder of Caribou, a software solution for the finance industry to include health care costs and plan optimization in financial plans. It’s a top expense and source of stress. By Christine Simone The Holistic Guide to Wealth Management Financial advisors are well suited to help clients with all the important decisions in their lives. But that doesn’t mean advisors always recognize the areas in which clients need the most help.
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Denise Froemming | The CPA’s Secret Formula Hiding in Plain Sight | Holistic Guide

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By Rory Henry
| CPA Trendlines Verified
Modernizing the Profession Without Losing Its Core Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
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Transform Client Lives with a Holistic Approach

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By Rory Henry
| CPA Trendlines Verified
Lead with the human first and match your expertise to those things that matter. By Rory Henry The Holistic Guide to Wealth Management The future of advice is not financial, it’s human! It is about helping clients live their best lives. Instead of emphasizing technical skills such as minimizing taxes, building a portfolio and executing a Roth conversion, our goal is to shift your thinking toward a human-first financial mindset. This approach helps you uncover a person’s entire life.
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What tools and software do you use to do your job?

Financial Planning software, Notion

What's your favorite social network?

Instagram

When's the best time to pitch you?

Aftern