Episode 340: Rory Henry-Mastering Wealth: Navigating Financial Planning, Accounting, and Behavioral Finance

from The Tech Talk for Accountants Show · host Tech 4 Accountants

Rory has more than 15 years of experience working as a tax and financial counsellor. In order to provide holistic wealth management services, he has developed the AFO Wealth Management Forward program, which collaborates with accounting companies. Technology enthusiast Rory is skilled at streamlining wealth management, accounting, and tax services while enhancing the client experience. He co-hosts AFO Wealth Management Forward, one of the top podcasts in accounting and finance. Among the publications Rory has spoken with are the Wall Street Journal, Forbes, Fortune Magazine, Accounting Today, Vanguard, venture-backed fintech companies, and well-known thought leaders.

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