Joe Pine: Navigating the New Transformation Economy | Holistic Guide
From CPA Trendlines Podcasts by CPA Trendlines
April 22, 2026 · 47 min · Season 6
About this episode
Joe Pine discusses the shift from experiences to transformations in value creation and wealth management.
From Experiences to Transformations: The Future of Value Creation. Full show notes here With Rory Henry The Holistic Guide to Wealth Management When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences. But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change. MORE Rory Henry | MORE The Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming Network Cofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy . He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become.
People in this episode
Guest: Joe Pine
Topics covered
- transformation economy
- value creation
- wealth management
- customer experience
- business strategy
Keywords
- transformation
- value creation
- wealth management
- customer change
- business strategy
Mentioned in this episode
Organizations: Strategic Horizons LLP
Books & works: The Experience Economy, The Transformation Economy
Places: U.S.
More episodes of CPA Trendlines Podcasts
- Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors · June 13, 2026 · 1h 2m
- The Skill That May Matter More Than Your CPA License | ARC · June 11, 2026 · 34 min
- Guillaume Turmel: What Genuine Workplace Inclusion Feels Like Beyond Policies & Programs | MOVE Like This · June 10, 2026 · 1h 2m
- Art Werner: Intro to Trump Accounts | Quick Tax Tip · June 9, 2026 · 2 min
- Dominic Piscopo: Crowdsourced Salary Data Sparks Accounting Change | Accounting Conversations · June 4, 2026 · 40 min
- Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disrupters · June 2, 2026 · 40 min
Explore listener stats, chart rankings, contacts and more on the CPA Trendlines Podcasts podcast page.