Ep. 43: The Future of Financial Advice is Human-First

We’ve all heard of ROI—return on investment. But what about ROR—return on relationship? In this episode, author Rory Henry, a Certified Financial Planner and Behavioral Financial Adviser, explains why trust, empathy and understanding the “human behind the numbers” are becoming the most valuable skills for CPAs and financial advisers—and how behavioral finance is reshaping client relationships.