Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.

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With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management

When advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richards challenged that assumption, arguing that the real work of planning begins with having a meaningful dialogue about money.

As Richards described his latest book, Your Money: Reimagining Wealth in 101 Simple Sketches, the goal is not to provide answers, but to spark better questions. “The book is just a means to an end,” Richards said. “What I care about is that it starts [better] conversations about money.”

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Big 4 Transparency
With Dominic Piscopo, CPA
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Decimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.

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Tait says the biggest accounting story right now isn’t just AI, it’s the industry’s next operating model.

On the Big 4 Transparency, Tait says Decimal started as a “different” CAS and bookkeeping firm while simultaneously building an internal operating system for running a modern accounting shop. In under six years,

Accounting Voices
With Rob Brown
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If you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. And no one explains why.

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Right now, the accounting profession feels like someone picked up the entire industry, shook it hard and said, "Good luck." Private equity is buying firms. National groups are rolling up mid tiers. Regional firms are merging into larger firms. Advisory practices are being carved out. Tax teams are being shifted. Audit is being restructured. And firms everywhere are rewriting their business models in real time.