In this episode, Rory sits down with Dave Hartley, Partner in Charge of Advisory at Anders CPAs + Advisors, to discuss the transformative effects of AI in the CPA profession. Discover their insights on the major news story involving Sam Altman and OpenAI, as they reflect on a tumultuous weekend in the AI world. Learn about the critical balance between embracing cutting-edge technological solutions and preserving the indispensable human element in meeting the unique needs of clients. Listen as they discuss the CPA pipeline issue, the profession's image problem, and ways to make accounting caree ..read more

In this episode, Rory interviews John Garrett, a people-centric leadership speaker, about how individuals can embrace their personal interests and hobbies in the workplace. Discover how a former CPA turned stand-up comedian and Emmy nominated writer found his passion in spreading the concept of What's Your “And" concept to help organizations increase employee engagement and well-being. Explore the significant impact that just 45 seconds of genuine human interaction can have on a person's day. They also discuss the challenges faced by individuals, especially those in high-powered positions, as ..read more

In this episode Rory interviews Phillipp Hecker, the CEO of Bento Engine, a platform that provides personalized advice based on life events and age-based milestones. Discover how to better connect with and serve the next generation, as studies show that teenagers and their parents are seeking more help in this area. Philipp discusses his Children and Wealth program, which provides age-appropriate guidance and activities to help children learn about money from a young age. They also highlight a study by the Federal Reserve of Atlanta, which reveals that while 90% of American workers may want to ..read more

In this episode, Rory interviews Chase Birky, the CEO and co-founder of Dark Horse CPAs, to discuss the changing nature of the accounting profession. Discover how Chase is challenging the traditional accounting firm model and why he is on a mission to revolutionize public accounting. Chase shares insights into their unique approach as the "anti CPA firm" and how he motivates employees through a distinctive culture and ownership incentives. Listen as Chase explores the advantages and disadvantages of structuring Dark Horse as a corporation and a CPA firm. Find out the benefits of integrating ac ..read more

In this episode, Rory and guest co-host Julie Johnson interview Danny Lohrfink, co-founder and chief product officer at ⁠wealth.com ⁠, as they discuss the innovative technology that is modernizing the estate planning process. Danny shares how their platform facilitates the creation and ongoing optimization of estate plans, providing a frictionless experience for advisors and their clients. They also discuss the importance of holistic financial planning, including tax and estate planning, and how ⁠wealth.com⁠ enables financial advisors and CPAs to work with clients across generat ..read more

In our latest episode, Rory interviews keynote speaker and customer experience thought leader Dennis Mosley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting, and co-founder of the Serious Shift Community. Discover insights from their discussion on the McKinsey study regarding the future of advice, and learn how advisors can evolve beyond traditional financial planning to become advocates for their clients by considering their overall well-being. This episode explores the shift from providing services focused on saving time and money, to creating experiences centered around ..read more

In this engaging episode, Rory is joined by Al Blakeborough, a military veteran and Olympic fencer who founded Tax Titans, an innovative platform aiming to become the Amazon marketplace for tax and accounting services. Al shares his intriguing journey, from military service to competing in Olympic fencing trials and ultimately venturing into entrepreneurship. He highlights the pressing challenges accountants face and how Tax Titans leverages AI to efficiently match taxpayers with practitioners, ultimately addressing the profession's capacity issues. Moreover, Al passionately discusses his dedi ..read more

In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a Bridging the Gap Conference round-up and dive into Intuit's Tax AI Assitant release. Andrew sheds light on the emergence of artificial intelligence and the impacts it could have on the accounting profession. Listen to Andrew do an AI Nasdaq rap and the different ways he is using ChatGPT as a sounding board for work. Rory and Andrew discuss how the role of accountants is continually evolving due to rapid technological advancements, resulting in enhanced efficiency an ..read more

In this episode, Rory speaks with Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, as they dive into the intricacies of decision-making in the investment world. Listen as they discuss the concept of "Right Mindset, Wrong Market," which highlights the decision-making strategies we commonly use in everyday life but which falter when applied to investing. Our default decision-making strategies rely on factors like past performance, relative rankings, and user reviews to guide our choices. While this approach is effective for decisions such as selecting a ..read more

In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Learn about the research from the University of Michigan, exploring the eight dimensions of well-being and how we can become healthy, wealthy, and wise. Find out how we can transition from offering services to staging experiences that can ultimately lead to profound client transformations. Mark underscores the art of aligning a client's values with their financial goals, infusing purpose into finan ..read more