Unleash the Power of Relationships
Follow the Advis-ROR™ Methodology to enhance client relationships and gain greater work-life harmony!
Boost Your Return on Relationships with our Virtual Family Office & Advis-ROR™ Methodology
A Holistic Guide to Wealth Management for Accounting Professionals! The science behind integrating services with the human side of behavioral financial advice.
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Why Now
Find out why now and gain the confidence to implement future-facing strategies into your practice
Profile of a Modern Advis-ROR
A Fulfilling Return on Relationships
Technology
Holistic Service Model: Technology Perspective
Future of Advice
Why CPAs Are Best Positioned to Become Financial Advisors
Profile of a Modern Firm
Toward a 21st Century CPA: A Dynamic Vision
Profile of a Modern Firm
Putting the Vision into Practice
Culture & Leadership
In Pursuit of Excellence to Win the Battle for Talent
Round table - Brave New World
Tsunami of M&A, Private Equity, and Wealth Management
Wealth Management & Family Office Services
Incorporating Wealth Management into Your Accounting Practice
Pricing and Value
Raise Rates
Wealth Tech
How WealthTech Is Reshaping the Future of Holistic Advice
AI and Wealth Tech
How Financial Advisors Can Leverage AI to Grow and Protect Revenue
Advice Engagement
Bridging the Advice Gap for Better Financial Futures
Life Insurance & Annuities
Integrating Annuities and Insurance within a Holistic Model
Estate Planning
Trust and Estate Planning for Clients of All Ages
Estate Planning
A Question of Trust
Exit Planning
Advanced Strategies for Helping Business Owners Maximize Their Exit Readiness
Exit Planning
Guiding Business Owners to Success: An Accountant’s Role in Exit Planning
Client Communications
Trust Is the Primary Ingredient: Retention, Loyalty and Growth
Tax Planning
Tax Advisory Services: A Pathway to Greater Financial Freedom
Exit Planning
Opportunities for an M&A advisory practice
Marketing
Strategies for Integrated Accounting and Wealth Management Services
Change Management
Change execution: “A PACT” for Success
Mental Health
Avoiding Burnout and Prioritizing Your Health
Health Care Planning
Building Stronger Financial Futures with Healthcare Planning
Risk Driving Growth
Helping Clients Manage and Embrace Risk to Set Reasonable Expectations for their Investments
We offer various ways to start your practice journey
Choose a pathway to greater financial freedom.
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ALL- ACCESS ADVIS-ROR™ CONTENT
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Everything from Club
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Checklists
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Worksheets
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Assessment tests
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Personality Profiles
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Latest in cutting-edge wealth management strategies and tools
Frequently Asked Questions
This book is an extensive guide designed to aid professionals in integrating holistic wealth management services into their practice. It provides practical tools like worksheets and self-assessment tests and lays out a roadmap for deepening client relationships by incorporating the human elements of behavioral financial advice.
The book features insights from 24 distinguished leaders across accounting, wealth management, behavioral finance, and technology. These experts guide readers through the process of integrating professional services with personalized advice. Topics covered include holistic financial planning, life insurance and annuities, estate planning, wealth management, exit planning, charitable giving, client communication and much more!
A Virtual Family Office & Advis-ROR™ methodology empowers accounting professionals and financial advisors to integrate tax, accounting, wealth management, exit planning, insurance, and estate planning services into their practice. This holistic approach merges the technical expertise of these domains with the human-centric principles of behavioral financial advice, helping to foster a greater Return on Relationships with clients.
Behavioral financial advice combines financial planning with principles from behavioral economics, social and positive psychology. It acknowledges that financial decisions are not solely logic-based but are influenced by emotions, biases, social context, and personal values. It prioritizes human-centric planning, where advice is tailored to align with individual needs, goals, values, and life circumstances, promoting financial well-being beyond mere wealth accumulation.
We provide multiple pathways tailored to your needs. Join the Advis-ROR™ Club for early access to insightful content and exclusive event updates. With a book purchase, you receive free access to additional resources, including checklists, worksheets, and thought leader interviews. For a more personalized experience, our Elite Partnership offers direct access to our expert team, industry trend training, and priority invitations to exclusive events.
This material contains opinions of the participants but not necessarily those of Arrowroot Family Office, its affiliated companies, directors, and employees. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results. Content should not be construed as investment, legal or tax advice. The information in this communication is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance, or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended.
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