A podcast about technology, accounting, and finance: we unlock the secrets to success from subject matter experts to help people evolve both personally and professionally. Rob and Rory of Arrowroot Family Office bring on industry-leading experts to discuss how accounting firms and financial advisors can elevate their practice via the adoption of Holistic Wealth Management Services. Listen and learn about the latest developments in technology, the markets, finance, and accounting professions.
GFOS
Morrie W. Reiff
KLO Financial Services
Nicole Romito
Scott Hanson
Richard Oring & Erik Garcia
Dynamic Funds
Jason Pereira
TriFound
Rubach Wealth
The Entrepreneurial CPA Podcast
Business Talk Library
David Spray
AICPA
Alliance of Comprehensive Planners (ACP)
For Advisors
Roman Polnar
John McDonough
LifeYield
Conway, Deuth & Schmiesing
Dominique Henderson, CFP®
James Vaughan and Tyler Kennedy
Jetpack Workflow
3 Minute Money Tip with Janine Bolon
Paul G. McManus
Alan Moore and Michael Kitces
The Due Diligence Project™ Podcast
lutztalkbusiness
Mueller Financial Services, Inc.
Tony Rose
AICPA
Brian Kasal
Cindy Brown
Frazer Rice
OWLFI
Milsted Langdon
TOA Global
Kate Holmes
Business Learning Institute
Accounting Today
Francois du Toit
Samara Andrews
David Spray
Reuben Bergola
Gabe Nelson, CFP®
John Carvalho
Brannon Poe
CSLA Board of Standards
Justin Hogg
Broc Buckles and Peter Ciravolo
James Hay
Momentum Media
Ben D. Jones and Emily Larsen with BMO Global Asset Management
RBC Correspondent Services and RBC Advisor Services
Julie Herres
David Vallieres
Clarity 2 Prosperity
Laura K. Wise
Mehul Gandhi
Jonathan Freeman
Michael Tory
Anna N'Jie-Konte
Ryan J Melton
Ed Kless
ProProject Bookkeeping
Withersworldwide
None
Pennsylvania Institute of Certified Public Accountants
Buddy Rathmell
Yaeger CPA Review
Glenn Leest
Keebeck Wealth Management
Gary Heldt
genmfo
Lexington Wealth Management
nextgenin10
Mark Goldman CPA
UBS advisor podcasts
Michael Kitces
Concierge CPA's, Inc.
Cathy Curtis, CFP
Stephen Lewis
Roger Knecht
Brian Thompson
Jared Siegel
John Strohmeyer
Technical Connection
Wealth and Law
Elena Pullen-Venema
Cecilia Leung CPA
Caleb Brown
CPA Trendlines
Financial Planning Association
WHVP
BGL
Melissa Silber CPA
Shafer CPA
Entigrity
Tom Wheelwright, CPA