{"id":139343,"date":"2025-02-16t11:55:45","date_gmt":"2025-02-16t16:55:45","guid":{"rendered":"\/\/www.g005e.com\/?p=139343"},"modified":"2025-02-16t12:58:23","modified_gmt":"2025-02-16t17:58:23","slug":"how-wealthtech-is-reshaping-the-future-of-holistic-advice","status":"publish","type":"post","link":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/","title":{"rendered":"how wealthtech is reshaping the future of holistic advice\u00a0"},"content":{"rendered":"\n\n\n
\n

\"portrait
knoch<\/figcaption><\/figure><\/td>\n
david knoch has 20+ years of high-profile leadership in the financial advice industry. he joined docupace as ceo in april 2020 and has spearheaded the company\u2019s strategic transformation \u2013 marked by double-digit revenue growth, product\/capability expansion, multiple acquisitions and numerous industry accolades.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

five key areas where firms can make inroads; t<\/strong>hree areas in which wealthtech has a disproportionate impact<\/strong>.<\/strong><\/p>\n

by david knoch and ryan george<\/em>
\nthe holistic guide to wealth management<\/i><\/a><\/p>\n

leveraging the power of technology has never been more accessible, or more important, for wealth management firms. as client priorities and goals shift, old delivery models and outdated tools are no longer enough to keep up in the current market.<\/p>\n

so how does a wealth management firm differentiate itself? they lean toward technology and embrace the right wealthtech solutions to deliver holistic advice.<\/p>\n

 <\/p>\n\n\n\n
\n

\"portrait
george<\/figcaption><\/figure><\/td>\n
ryan george is the chief marketing officer at docupace and a leader in both financial services and marketing communications. he is a member of the forbes communications council, an invitation-only, fee-based organization of senior-level communications and public relations executives and the cmo council.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

more: <\/b>seven tech keys to a holistic service model<\/a> | profile of a modern firm: putting the vision into practice<\/a> | toward a 21st-century cpa: a dynamic vision<\/a> | what multiples mean to accounting firms<\/a> | tsunami of m&a, pe is disrupting the accounting profession<\/a> | how wealth management has evolved<\/a> | introducing you to a fulfilling return on relationships<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n

read on as we break down the context, problems and solutions of wealthtech in the financial services space.<\/p>\n

why wealthtech? <\/strong><\/p>\n

the last few years have brought a world of change to the financial advice and investment industry. between volatile markets, shifting client demands and an ever-growing technology landscape, the entire wealth management ecosystem is evolving.
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"\n\n\n
\n

\"portrait
knoch<\/figcaption><\/figure>\n<\/td>\n
david knoch has 20+ years of high-profile leadership in the financial advice industry. he joined docupace as ceo in april 2020 and has spearheaded the company\u2019s strategic transformation \u2013 marked by double-digit revenue growth, product\/capability expansion, multiple acquisitions and numerous industry accolades.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

five key areas where firms can make inroads; t<\/strong>hree areas in which wealthtech has a disproportionate impact<\/strong>.<\/strong><\/p>\n

by david knoch and ryan george<\/em>
\nthe holistic guide to wealth management<\/i><\/a><\/p>\n

leveraging the power of technology has never been more accessible, or more important, for wealth management firms. as client priorities and goals shift, old delivery models and outdated tools are no longer enough to keep up in the current market.<\/p>\n

so how does a wealth management firm differentiate itself? they lean toward technology and embrace the right wealthtech solutions to deliver holistic advice.<\/p>\n

 <\/p>\n\n\n\n
\n

\"portrait
george<\/figcaption><\/figure>\n<\/td>\n
ryan george is the chief marketing officer at docupace and a leader in both financial services and marketing communications. he is a member of the forbes communications council, an invitation-only, fee-based organization of senior-level communications and public relations executives and the cmo council.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

more: <\/b>seven tech keys to a holistic service model<\/a> | profile of a modern firm: putting the vision into practice<\/a> | toward a 21st-century cpa: a dynamic vision<\/a> | what multiples mean to accounting firms<\/a> | tsunami of m&a, pe is disrupting the accounting profession<\/a> | how wealth management has evolved<\/a> | introducing you to a fulfilling return on relationships<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n

read on as we break down the context, problems and solutions of wealthtech in the financial services space.<\/p>\n

why wealthtech? <\/strong><\/p>\n

the last few years have brought a world of change to the financial advice and investment industry. between volatile markets, shifting client demands and an ever-growing technology landscape, the entire wealth management ecosystem is evolving.
\n read more →<\/a><\/p>\n","protected":false},"author":5133,"featured_media":139382,"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":[3120,3002,3139],"tags":[],"class_list":["post-139343","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"\nhow wealthtech is reshaping the future of holistic advice\u00a0 - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how wealthtech is reshaping the future of holistic advice\u00a0 - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-16t16:55:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-16t17:58:23+00:00\" \/>\n<meta property=\"og:image\" content=\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"322\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"rory henry\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"rory henry\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/\"},\"author\":{\"name\":\"rory henry\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/ee54592c7c6f7887dc9d215eb62e09f7\"},\"headline\":\"how wealthtech is reshaping the future of holistic advice\u00a0\",\"datepublished\":\"2025-02-16t16:55:45+00:00\",\"datemodified\":\"2025-02-16t17:58:23+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/\"},\"wordcount\":2070,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage\"},\"thumbnailurl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png\",\"articlesection\":[\"pro member exclusive\",\"special\",\"wealth management\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/\",\"url\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/\",\"name\":\"how wealthtech is reshaping the future of holistic advice\u00a0 - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage\"},\"thumbnailurl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png\",\"datepublished\":\"2025-02-16t16:55:45+00:00\",\"datemodified\":\"2025-02-16t17:58:23+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage\",\"url\":\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png\",\"contenturl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png\",\"width\":1200,\"height\":322,\"caption\":\"source: spectrum\"},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"how wealthtech is reshaping the future of holistic advice\u00a0\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/cpat_logo_primary_1-line-copy.svg\",\"contenturl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/cpat_logo_primary_1-line-copy.svg\",\"width\":468,\"height\":144,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\",\"https:\/\/www.linkedin.com\/in\/telberg\/\",\"https:\/\/www.linkedin.com\/company\/cpa-trendlines\/\",\"https:\/\/www.linkedin.com\/company\/bay-street-group-llc\/\",\"https:\/\/cpatrendlines.podomatic.com\/rss2.xml\",\"https:\/\/www.facebook.com\/groups\/138362422861067\",\"https:\/\/www.facebook.com\/rick.telberg\",\"https:\/\/bsky.app\/profile\/cpatrendlines.bsky.social\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/ee54592c7c6f7887dc9d215eb62e09f7\",\"name\":\"rory henry\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/12\/rory-henry-2024-headshot-2025-96x96.jpg\",\"contenturl\":\"\/\/www.g005e.com\/wp-content\/uploads\/2024\/12\/rory-henry-2024-headshot-2025-96x96.jpg\",\"caption\":\"rory henry\"},\"description\":\"rory henry is a director at arrowroot family office and host of the wealth management forward podcast. he can be reached at https:\/\/arrowrootfamilyoffice.com\u202f\",\"sameas\":[\"http:\/\/arrowrootfamilyoffice.com\"],\"url\":\"\/\/www.g005e.com\/author\/rory-henrycpatrendlines-com\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"how wealthtech is reshaping the future of holistic advice\u00a0 - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/","og_locale":"en_us","og_type":"article","og_title":"how wealthtech is reshaping the future of holistic advice\u00a0 - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2025-02-16t16:55:45+00:00","article_modified_time":"2025-02-16t17:58:23+00:00","og_image":[{"width":1200,"height":322,"url":"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png","type":"image\/png"}],"author":"rory henry","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"rory henry","est. reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/"},"author":{"name":"rory henry","@id":"\/\/www.g005e.com\/#\/schema\/person\/ee54592c7c6f7887dc9d215eb62e09f7"},"headline":"how wealthtech is reshaping the future of holistic advice\u00a0","datepublished":"2025-02-16t16:55:45+00:00","datemodified":"2025-02-16t17:58:23+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/"},"wordcount":2070,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage"},"thumbnailurl":"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png","articlesection":["pro member exclusive","special","wealth management"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/","url":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/","name":"how wealthtech is reshaping the future of holistic advice\u00a0 - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage"},"thumbnailurl":"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png","datepublished":"2025-02-16t16:55:45+00:00","datemodified":"2025-02-16t17:58:23+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#primaryimage","url":"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png","contenturl":"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/henry_wealthtech_svcsexpected.png","width":1200,"height":322,"caption":"source: spectrum"},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2025\/02\/16\/how-wealthtech-is-reshaping-the-future-of-holistic-advice\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"how wealthtech is reshaping the future of holistic advice\u00a0"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/cpat_logo_primary_1-line-copy.svg","contenturl":"\/\/www.g005e.com\/wp-content\/uploads\/2025\/02\/cpat_logo_primary_1-line-copy.svg","width":468,"height":144,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines","https:\/\/www.linkedin.com\/in\/telberg\/","https:\/\/www.linkedin.com\/company\/cpa-trendlines\/","https:\/\/www.linkedin.com\/company\/bay-street-group-llc\/","https:\/\/cpatrendlines.podomatic.com\/rss2.xml","https:\/\/www.facebook.com\/groups\/138362422861067","https:\/\/www.facebook.com\/rick.telberg","https:\/\/bsky.app\/profile\/cpatrendlines.bsky.social"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/ee54592c7c6f7887dc9d215eb62e09f7","name":"rory henry","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"\/\/www.g005e.com\/wp-content\/uploads\/2024\/12\/rory-henry-2024-headshot-2025-96x96.jpg","contenturl":"\/\/www.g005e.com\/wp-content\/uploads\/2024\/12\/rory-henry-2024-headshot-2025-96x96.jpg","caption":"rory henry"},"description":"rory henry is a director at arrowroot family office and host of the wealth management forward podcast. he can be reached at https:\/\/arrowrootfamilyoffice.com\u202f","sameas":["http:\/\/arrowrootfamilyoffice.com"],"url":"\/\/www.g005e.com\/author\/rory-henrycpatrendlines-com\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/139343","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/5133"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=139343"}],"version-history":[{"count":6,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/139343\/revisions"}],"predecessor-version":[{"id":139397,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/139343\/revisions\/139397"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/139382"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=139343"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=139343"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=139343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}