EPISODE · Apr 22, 2026 · 47 MIN
Joe Pine: Navigating the New Transformation Economy | Holistic Guide
from CPA Trendlines Podcasts · host CPA Trendlines
From Experiences to Transformations: The Future of Value Creation. Full show notes here With Rory HenryThe Holistic Guide to Wealth ManagementWhen advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences. But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.MORE Rory Henry | MORE The Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming NetworkCofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become.
What this episode covers
From Experiences to Transformations: The Future of Value Creation. Full show notes here With Rory HenryThe Holistic Guide to Wealth ManagementWhen advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences. But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.MORE Rory Henry | MORE The Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming NetworkCofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become.
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Joe Pine: Navigating the New Transformation Economy | Holistic Guide
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