In this episode, Rory engages with Scott Rick, Associate Professor of Marketing at the University of Michigan's Ross School of Business, exploring tightwads and spendthrifts and their relationships to spending and saving. Scott shares his findings on how individuals' spending habits and attitudes toward money can influence relationship dynamics. Learn about the concept of "shopping momentum" and the "what the hell" effect, and how these behaviors affect financial decisions. Discover the importance of financial translucency in maintaining a healthy partnership and the strategies couples can emp ..read more

In this episode, Rory speaks with Josh Malancuk, President of J.M. Tax Advocates, about property tax management and appeals. Discover the challenges in assessing properties with unique features, such as a food processing facility, and how these can vary by state. Learn about the intricacies of the tax appeal process, including the importance of deadlines and strategic approaches to avoid overpaying. Find out why having a specialist with knowledge in valuation and tax could be the best way for you to see substantial savings for your business. Learn about the difficulties assessors have when the ..read more

In this episode, Rory talks with Nathan Astle, Founder of the Financial Therapy Clinical Institute, about the importance of healthy communication for couples regarding money. Discover ways to establish emotional safety and trust with your partner to foster a healthier and happier relationship. Nathan shares insights on the importance of creating a culture of financial openness, as well as the pitfalls of financial infidelity. Learn how understanding personal and shared financial responsibilities plays a vital role in how we show up in a relationship. Find out best practices for helping clients ..read more

In this episode, Rory talks with David Wolfskehl, CEO and Co-Founder of C-Suite Impact, about the importance of a people-first approach in business. Discover how David's entrepreneurial journey and partnership with Phil Whitman catalyzed the formation of C-Suite Impact and how they are helping firms through growth, performance and succession. Learn about the transformative shift in the M&A landscape and the increased involvement of strategic players like family offices and private equity firms. Listen as they explore the significance of nurturing relationships and building a conducive envi ..read more

In this episode, Rory welcomes Kenny Harper, strategist and co-founder of Growth Amplifiers, to discuss ways in which firms can drive business growth through a holistic sales and marketing process. Kenny shares his journey from working with leading global brands to partnering with small business owners and their teams. Listen as they talk about how to align marketing efforts with core values to help accelerate growth. Discover Kenny's unique approach to transforming businesses by enhancing their marketing and sales efforts through what he calls "Value Journey Optimization." Learn the best prac ..read more

In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit's journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current platform. Uncover best practices for effectively leveraging testimonials and understand how Amplify Reviews is reshaping the way financial advisors utilize client feedback in a way that is compliant with the new SEC marketing rule. Are you curious about enhancing your practice's visibility an ..read more

In this episode, Rory and Julie speak with Dr. Mary Bell Carlson, President of the Financial Keynote Behavior Group, to talk about taking evidence-based research and putting it into practical application. Discover how Dr. Carlson bridges the gap between academia and real-world financial planning through financial behavior insights. Listen as Dr. Carlson talks about her experience working in Washington and how she went about counseling individuals holding top-secret security clearances at the Pentagon and CIA. Find out how to create a safe space for clients using a framework of acceptance, rela ..read more

In our latest episode, Rory engages with Robert Kirk, founder and CEO of IntergenData, to discuss the revolutionary impact of AI and machine learning on financial services. Discover how Robert and IntergenData are using AI to predict significant life events, empowering financial advisors to provide guidance on clients' healthcare, insurance, and financial planning needs. Learn about ways in which they are using AI to gain insight into people’s predisposition to certain diseases like cancer and Alzheimer's. Robert highlights the data behind peak earnings ages and the impact a person’s marital s ..read more

In this episode, Rory and Julie speak with Amy Mullen, President of Money Quotient, to shed light on the vital role that personal values and life experiences play in financial planning. Amy discusses the results of a recent study conducted in collaboration with the Financial Planning Association, titled 'Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.' The study reveals a significant gap between what advisors think they are providing and what their clients actually feel they are receiving. Discover how the pandemic and global events have shifted client ..read more

In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss women in investing. Discover why women tend to view investing more as a life skill rather than a competition, and the potential benefits of their generally more risk-averse nature. Explore how employing a holistic approach, by uncovering a client's values and life goals, can more effectively engage women in financial planning conversations. Uncover practical tips for onboarding women clients, ranging from communication preferences to ensuring both partners in ..read more