Rory Henry: Holistic Wealth, Behavioral Finance & The Entrepreneur's Roadmap to Meaningful Money

Are you a visionary entrepreneur who’s achieved success, yet still feels like you're navigating a thick fog when it comes to your finances? Do you crave a deeper connection between your wealth, your work, and your well-being, but find most financial advice feels transactional or misaligned with your true vision?

If you're nodding along, then this episode of The Lighthouse Sessions is one you can't afford to miss. Jeff Borschowa sits down with the insightful Rory Henry, Director at Air Routt Family Office and author of "A Holistic Guide to Wealth Management for Accounting Professionals." Rory isn't just another financial expert; he's a trailblazer in behavioral finance and a champion for integrating the often-siloed worlds of accounting and wealth management to create truly holistic financial solutions.

What You'll Discover in This Transformational Conversation:

• Beyond the Balance Sheet: Uncover why understanding your relationship with money and its connection to your life's meaning is paramount. Rory explains how behavioral finance – or the psychology of money – can help you make decisions that resonate with your deepest values, not just your financial goals.
• The "Future Self" Phenomenon: Learn a powerful technique discussed by Rory, inspired by research from UCLA's Hal Hershfield, on how vividly picturing your "future self" can dramatically improve your decision-making today, ensuring you're kind to the person you're becoming.
• Burying Antiquated Models: Rory introduces his groundbreaking concept of "Return on Relationship" (ROR), moving beyond outdated referral systems to foster deep, collaborative partnerships that serve your best interests.
• The Evolution of Advice: In an age of AI and rapid technological change, discover why the role of a true advisor is shifting from simply providing answers to asking the right questions and becoming a coach for your financial and life journey.
• Holistic Family Office for Entrepreneurs: Rory demystifies the family office concept, explaining how this comprehensive approach to managing business and personal finances is becoming more accessible and why it’s a game-changer for entrepreneurs seeking integrated strategies.
• Integrating Your Worlds: For too long, accounting and wealth management have operated in separate universes. Rory provides a roadmap for how these worlds can (and should) unite, offering you a seamless, strategic approach to your financial well-being.
• Surprising Lessons from Improv: Rory shares how his experiences in improv taught him invaluable lessons about saying "yes, and..." and the importance of being okay with failure – principles directly applicable to the entrepreneurial path.

Why This Episode is a Must-Watch for Visionary Leaders:

As an entrepreneur, you're constantly building, innovating, and pushing boundaries. But who is ensuring your financial strategies are as visionary and integrated as your business ideas? This conversation with Rory Henry will equip you with a new lens through which to view your wealth, your legacy, and the kind of advisory relationships that will truly elevate your journey.

You'll hear insights on why money can be more stimulating than chocolate, why "boring" can be incredibly beautiful in investing, and how to ensure your financial team is playing like a championship-winning squad, with you as the MVP.

Stop navigating your financial future by the dim light of disconnected advice. It’s time to find your lighthouse.

➡️ Watch the full episode now to gain clarity and actionable insights from Rory Henry!

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