{"id":115144,"date":"2023-08-07t12:00:25","date_gmt":"2023-08-07t16:00:25","guid":{"rendered":"\/\/www.g005e.com\/?p=115144"},"modified":"2023-09-18t20:20:43","modified_gmt":"2023-09-19t00:20:43","slug":"rory-henry-be-the-flywheel-to-increase-revenue","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/","title":{"rendered":"be the flywheel to increase revenue"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-115145 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172.jpeg\" alt=\"\" width=\"1600\" height=\"1102\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-424x292.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-849x585.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-768x529.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-1536x1058.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-300x207.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-600x413.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>&#8220;this will be the largest transfer of wealth the nation has ever seen in such a short period of time.&#8221;<\/strong><\/p>\n<p><em>by rory henry, cfp\u00ae, bfa<\/em><\/p>\n<figure id=\"attachment_115147\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-115147 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-201x201.jpg\" alt=\"\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-300x300.jpg 300w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\">henry<\/figcaption><\/figure>\n<p style=\"padding-left: 40px;\"><em data-wp-editing=\"1\">rory henry<\/em><em> is a director at arrowroot family office and host of the <\/em><em>wealth management forward podcast<\/em><em>. he can be reached to discuss ways to integrate financial planning into your practice through the cpa partnership program at (310) 566-5865 or at <\/em><em>rory@arrowrootfamilyoffice.com.<\/em><\/p>\n<p>the financial advice business is undergoing significant change, particularly in the accounting and wealth management sectors. the arrival of private equity firms, combined with the rise of m&amp;a and rapid advancements in technology, has shifted the landscape considerably. while these changes are unsettling to some practitioners, i view them as opportunities.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/08\/adhere-to-4-core-principles-with-elite-wealth-management\/\">four core principles for elite wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/21\/why-you-need-a-team-of-experts\/\">why you need a team of experts<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\">why a virtual family office? why now?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/24\/is-your-clients-umbrella-big-enough\/\">is your client\u2019s umbrella big enough?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/03\/diversify-for-greater-wealth\/\">your client\u2019s instincts are wrong<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>in many ways, a cpa is a flywheel at the center of the financial advisory engine. all the other providers and advisors rotate around the cpa, and together they build momentum as the firm expands its offerings and as the advice engine gains speed and confidence.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/#more-115144\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f08%2f07%2frory-henry-be-the-flywheel-to-increase-revenue%2f&amp;t=be+the+flywheel+to+increase+revenue'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f08%2f07%2frory-henry-be-the-flywheel-to-increase-revenue%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20be%20the%20flywheel%20to%20increase%20revenue&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/\" title=\"email this: be the flywheel to increase revenue \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-115145 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172.jpeg\" alt=\"\" width=\"1600\" height=\"1102\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-424x292.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-849x585.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-768x529.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-1536x1058.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-300x207.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/wealth-transfer-adobestock_273556172-600x413.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>&#8220;this will be the largest transfer of wealth the nation has ever seen in such a short period of time.&#8221;<\/strong><\/p>\n<p><em>by rory henry, cfp\u00ae, bfa<\/em><\/p>\n<figure id=\"attachment_115147\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-115147 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-201x201.jpg\" alt=\"\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/rory-headshot-updated-scaled-1-e1691453267941-300x300.jpg 300w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\">henry<\/figcaption><\/figure>\n<p style=\"padding-left: 40px;\"><em data-wp-editing=\"1\">rory henry<\/em><em> is a director at arrowroot family office and host of the <\/em><em>wealth management forward podcast<\/em><em>. he can be reached to discuss ways to integrate financial planning into your practice through the cpa partnership program at (310) 566-5865 or at <\/em><em>rory@arrowrootfamilyoffice.com.<\/em><\/p>\n<p>the financial advice business is undergoing significant change, particularly in the accounting and wealth management sectors. the arrival of private equity firms, combined with the rise of m&amp;a and rapid advancements in technology, has shifted the landscape considerably. while these changes are unsettling to some practitioners, i view them as opportunities.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/12\/08\/adhere-to-4-core-principles-with-elite-wealth-management\/\">four core principles for elite wealth management<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/21\/why-you-need-a-team-of-experts\/\">why you need a team of experts<\/a> | <a href=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\">why a virtual family office? why now?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/24\/is-your-clients-umbrella-big-enough\/\">is your client\u2019s umbrella big enough?<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/03\/diversify-for-greater-wealth\/\">your client\u2019s instincts are wrong<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>in many ways, a cpa is a flywheel at the center of the financial advisory engine. all the other providers and advisors rotate around the cpa, and together they build momentum as the firm expands its offerings and as the advice engine gains speed and confidence.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/08\/07\/rory-henry-be-the-flywheel-to-increase-revenue\/#more-115144\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f08%2f07%2frory-henry-be-the-flywheel-to-increase-revenue%2f&amp;t=be+the+flywheel+to+increase+revenue'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent 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class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":5133,"featured_media":115145,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3058,1905,2254,2371,5,2732,3120,2298,3139],"tags":[263],"class_list":["post-115144","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-client-accounting-services","category-clients-and-service","category-growth","category-mergers-acquisitions","category-outlook","category-personal-financial-planning","category-pro-member-exclusive","category-succession","category-wealth","tag-wealth-management","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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