Jul 5, 2021
This week Will and Paul are joined by Robert Santos and Rory Henry from Arrowroot Family Office to talk about the movement in the accounting profession to including wealth management services in what the firm offers, or at a minimum how they are more involved in decision making with clients. Listen in to hear their perspective. You can find out more about Arrowroot Family Office by visiting https://www.arrowrootfamilyoffice.com/ or https://wealthmanagementforward.com/.