Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry

04/07/23 • 37 min

Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space.

Together, they talk about:

Why accountants are well-positioned to get involved in wealth management (02:15)
The origin story of Arrowroot Family Office (07:00)
Creating a personalized financial advisory experience (09:40)
Diversifying an accountant's portfolio with wealth management (12:00)
Are accountants the future of investment advisory? (15:30)
How accountants can add value to a holistic financial plan (28:06)
Planning for succession as firm owners (32:00)

Rob Santos and Rory Henry of Arrow Root Family Office join Stuart to discuss how accountants are primed to be strategic advisors in the wealth and family management space.

Together, they talk about:

Why accountants are well-positioned to get involved in wealth management (02:15)
The origin story of Arrowroot Family Office (07:00)
Creating a personalized financial advisory experience (09:40)
Diversifying an accountant's portfolio with wealth management (12:00)
Are accountants the future of investment advisory? (15:30)
How accountants can add value to a holistic financial plan (28:06)
Planning for succession as firm owners (32:00)

Previous Episode

Solving big problems in a small town, with Meghan Blair

Meghan Blair lives and works in Nantucket, Massachusetts, a tourist town with a close-knit community. In this episode, Meghan and Stuart discuss COVID's impact on seasonal economies, what accounting professionals can do to help, and an exciting update for Meghan's firm—Fogged in Bookkeeping.

The unforgettable experience of living on a cattle farm in Australia (03:17)
The cultural and economic diversity in Nantucket, Massachusetts (09:20)
COVID's impact on service-based, seasonal economies (12:57)
Building sustainability, and social responsibility metrics into accounting processes (15:10)
How COVID accelerated innovative, data-driven problem-solving in Nantucket's food and hospitality industry (18:29)
Growing a remote accounting firm before it was popular (24:07)
Karbon's instrumental role in Meghan's bookkeeping practice (29:00)
Fogged in Bookkeeping's merger with GrowthLab (30:00)

Next Episode

Right people, right place, right time. A conversation with Carla Caldwell

Carla Caldwell, Stuart's long-time friend and ex-colleague, joins him for a delightful conversation about her journey in accounting, accounting technology, consulting, and entrepreneurship.

Reminiscing together (00:05)
How family and mentors influenced Carla's accounting journey (01:55)
Finding her superpower in accounting and technology (05:20)
The game-changing opportunity to be a part of Xero's early days in the US (12:10)
Carla's post-Xero venture as technology and process consultant for accountants (21:20)
Harnessing the power of technology (rather than resisting it) (24:00)
How the accounting industry might solve the talent challenge (27:30)
Building meaningful, personal connections with your staff (30:00)
How the 'Working Geniuses' model uplifts her staff (34:00)
Carla's most memorable clients (38:30)