Rise and Stride
With each day, it feels like the business landscape is shifting. From regulatory changes to staffing concerns and everything in between, it’s challenging to stay in step—much less ahead—of what’s happening. In Rise and Stride, California Society of CPAs CEO Denise LeDuc Froemming will dive into leading topics by bringing together diverse voices that will empower you to take your next step.
Rise and Stride
Ep. 43: The Future of Financial Advice is Human-First
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We’ve all heard of ROI—return on investment. But what about ROR—return on relationship? In this episode, author Rory Henry, a Certified Financial Planner and Behavioral Financial Adviser, explains why trust, empathy and understanding the “human behind the numbers” are becoming the most valuable skills for CPAs and financial advisers—and how behavioral finance is reshaping client relationships.