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Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management."
Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management."