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Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management episode artwork

EPISODE · Jun 23, 2025 · 47 MIN

Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management

from CPA Trendlines Podcasts · host CPA Trendlines

Sponsored by CPA Trendlines Pro Membership  – See Today’s Special OfferBy Rory Henry CFP®, BFA™For CPA TrendlinesAs Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes.MORE Rory Henry and The Holistic Guide to Wealth ManagementSeth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them. 

What this episode covers

Sponsored by CPA Trendlines Pro Membership  – See Today’s Special OfferBy Rory Henry CFP®, BFA™For CPA TrendlinesAs Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes.MORE Rory Henry and The Holistic Guide to Wealth ManagementSeth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management, believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.

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Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management

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This episode is 47 minutes long.

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This episode was published on June 23, 2025.

What is this episode about?

Sponsored by CPA Trendlines Pro Membership  – See Today’s Special OfferBy Rory Henry CFP®, BFA™For CPA TrendlinesAs Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”When people ask why more...

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