Featuring The New Breakthrough Book About Holistic Wealth Management

I am pleased to announce that John J Fenton, Executive Coaching is a featured contributor in Rory Henry, CFP®, BFA™’s new book Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice (CPA Trendlines 2024).

As Rory wrote, "For too long, accountants and wealth managers have operated in silos when it comes to providing specialized financial advice to their clients. Because they often don’t speak with each other or collaborate, their well-intended advice can be contradictory and ill-timed, leaving clients overwhelmed or confused."

“Those days are over if you want to remain relevant” asserted lead author Henry, a director at Arrowroot Family Office and host of the AFO Wealth Management Forward podcast.

Henry has spent his career at the intersection of accounting, wealth management, and technology. He and his three dozen expert contributors espouse a holistic and integrated approach to financial advice with the CPA as the “flywheel” at the center of the client relationship.

Thanks to advances in technology and the “virtual family office model,” Henry said CPAs can provide clients with specialized expertise in accounting, tax, estate, insurance, legal, philanthropic, investment, and administrative matters – all while remaining the client’s most trusted advisor and central point of contact.

From John Fenton…

When Rory first approached me about participating in this book, I knew I had to be involved.  Utilizing deep listening and behavioral finance to tap into the emotional side of financial decision-making aligns well with what we do at John J Fenton, Executive Coaching. Finally, someone - as in Rory Henry - has figured out how to put all the pieces together in the puzzle, and I couldn’t pass up this opportunity.

I was more than happy to contribute to Rory’s new book.  My work with CPA leaders has led me to realize that firms need to be crystal clear about their purpose and vision if they want to win the war for talent and lead thriving and sustainable businesses.

“Some call it a battle, some a war.  Whatever you call it, the talent competition is fierce.”

You must build sustainable relationships and be crystal clear before hoping to achieve greatness and excellence.  This includes having a clear vision for your organization's future.

The top five reasons your employees are quitting?  Lack of career development and advancement, inadequate compensation, uncaring and uninspiring leaders, lack of meaningful work, and unsustainable work expectations.

One thing is certain.  We are living in an age of disruption.  The pace of change and disruption, big and small, will continue.

As Rory said…

“It all comes down to relationships and the human side of advice,” added Henry. “It’s about helping clients make the necessary changes in their personal and financial lives to achieve peace of mind and fulfillment.”

That’s why Henry created the term “Advis-ROR® to help CPAs and other advisors maximize their Return on Relationship (ROR) with clients beyond simply earning fees, preparing their taxes, and accumulating assets to manage.

Click here to order a copy of Holistic Guide to Wealth Management: The Science Behind Integrating Services with the Human Side of Advice

About the author

Henry, CFP®, BFA™ is a Certified Financial Planner™ and a Behavioral Financial Advisor (BFA™). He is a director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward. Originator of the Advis-ROR®, methodology (Return on Relationships), he hosts the AFO Wealth Management Forward podcast, and has been published in numerous financial and accounting media outlets.

About CPA Trendlines CPA Trendlines, founded by industry veteran and Top 100 Influencer, Rick Telberg, is the world's only research and advisory service focused solely on the tax, accounting, and finance professions. It uses a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for its clients.

About John J Fenton,Executive Coaching. Leading in uncertain and complex times is challenging. The 'inner game' or leadership mindset separates good leaders from great ones. CEO Sensei, former BDO managing partner, and martial arts black belt John Fenton are among the few who have addressed this critical aspect of leading well. A passionate, experienced, and articulate 'leader of leaders', John's unique methodology brings clarity, pragmatism, and encouragement to today's managing partners, board executives, and CEOs. He is an award-winning speaker, a heart attack survivor, and the author of the bestselling book, "5 Minute Mastery™, The Surprising Secrets for Transforming Your Stress to Success and Mastering What’s Important."