AFO|Wealth Management Forward

In this episode, Rory sits down with Kendale King, a CPA and entrepreneur who's flipping the script on how the world sees accounting by blending media, culture, and tech. Discover how Kendale is helping content creators and entertainers manage and grow their wealth while creating CPA Con—an event designed to bring some serious fun and competition to the accounting world. Learn about the innovative...

In this episode, Rory speaks with Matt Tait, co-founder and CEO of Decimal and host of After Your First Million, about his firms growth, AI, and the latest accounting the accounting world. Discover how Matt's company, Decimal, is using AI to reduce manual work, allowing accountants to focus on high-level advisory services. 7 Find out how Decimal's decision to fully embrace AI, coupled with a globa...

In this episode, Rory speaks with Dominic Piscopo, founder of Big 4 Transparency, about his mission to bring salary transparency to the accounting profession. Discover how Dominic’s own experience with underpaid roles at a Big 4 firm inspired him to create a platform where CPAs can anonymously share and access compensation data. Learn how Big 4 Transparency grew from a no-code tool shared on Reddi...

In this episode, Rory speaks with Jeff Bartsch, founder of Story Greenlight and veteran content creator for networks like ABC, NBC, and Netflix, about the transformative power of strategic storytelling. Jeff shares his insights on how the elements of a compelling story: character, desire, obstacles, and transformation can be applied to client relationships to create deeper, more meaningful connect...

In this episode, Rory speaks with Nicole Davis, Chief Hello Officer at Butler Davis Accounting and co-founder of The Modern Bookkeeper, about identifying opportunities and leading through change. Nicole shares how her focus on client relationships and a holistic approach has allowed her to help small business owners become financially fit. Discover how she turned a payroll company acquisition into...

In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, about his philosophy of “Break the Mold” and how it has shaped his approach to leadership and innovation. Learn why Alan believes that intentional evolution, rather than revolution, is the key to modernizing the accounting profession and why asking “what will it take?” instead of “can we do it?” opens the door...

In this episode, Rory speaks with Samantha Lamas, a behavioral researcher at Morningstar, about the crucial but often neglected aspect of retirement: emotional preparedness. Discover how retirement is evolving beyond the traditional notion of leisure and why it’s essential to consider the psychological transitions alongside financial planning. Learn why Samantha emphasizes the importance of routin...

In this episode, Rory welcomes Alex Kirby, CEO of Total Family, to discuss how families can uncover and pursue their life visions. Learn how Alex transitioned from banking to leading a company that focuses on defining and aligning family values, purpose, and roles to create a meaningful vision. Discover why having a clear vision is essential not only for navigating major life decisions but also fo...

In this episode, Rory welcomes Jamie Peebles, who shares his journey from lawyer-turned-developer to Founder and CEO of Knuula. Discover why solving problems that generate revenue quickly can be more valuable than chasing perfection, and how Knuula's platform is revolutionizing document workflows for firms. Jamie discusses the challenges of starting a tech company in a competitive field, offer...

In this episode, Rory discusses the Global Market sell off that occurred on Monday, August 5th, and essential strategies for navigating market fluctuations using behavioral finance insights. Listen as he covers some of the recent alarming headlines that can trigger impulsive decisions among investors. Rory introduces the 4 R's framework by Doug Lennick—Recognize, Reflect, Reframe, and Respond—...

In this episode, Rory speaks with Jody Padar, the Radical CPA, about the future of CPA firms and her latest book, "Radical Pricing." Discover why Jody believes the traditional CPA firm model won't exist by 2030 and how private equity and fintech are transforming the accounting profession. Learn about the critical need for firms to adapt their pricing models and business practices in...

In this episode, Rory interviews Eric Eager, the CEO of 4impactdata, a company leveraging AI to enhance business success. Discover how Eric, a recovering CPA with a passion for technology, uses data-driven insights to help businesses navigate the complexities of today's economy. Learn about the crucial role of access to wisdom and mentoring in changing the odds for business success, and how AI...

In this episode, Rory interviews Byron Patrick, the CEO of VerifyIQ, a practice management solution that automates and accelerates bookkeeping reviews. Discover how Byron, a CPA turned tech innovator, navigates leadership in the rapidly evolving accounting profession. Learn about the critical role of emotional trust in effective leadership and why building a culture of trust and safety is paramoun...

In this episode, Rory speaks with Shahram Zarshenas, CEO of Financial Cents, to explore how practice management software can transform accounting firms. Discover Shahram's unique journey from private equity to founding Financial Cents, and learn how his non-traditional background helped him create a tool that addresses workflow inefficiencies and enhances team collaboration. Find out the impor...

In this episode, Rory speaks with Shannon Hay, SVP at United Midwest Savings Bank, to talk about accounting firm financing and acquisitions. Discover the opportunities and challenges for firm sellers and buyers and how private equity is reshaping the profession. Learn how the talent shortage and rising interest rates are impacting the M&A market. Shannon also shares insights on succession plan...

In this episode, Rory welcomes Andrea Eisfeldt, economist, researcher, and finance professor at UCLA Anderson School of Management, to talk about intangible assets. Discover why intangible assets, such as software, R&D, and brand capital, are critical yet overlooked parts of valuing companies. Learn how Andrea's research led to the development of new ETFs that aim to better assess the true...

In this episode, Rory speaks with Greg Adams, CFO of the American Management Association and author of the darkly humorous financial crime thriller "Green Shades: Accountants Aren't Supposed to Die This Way." Discover how Greg's novel blends financial details with a suspenseful storyline, following the protagonist, Dex McCord, who finds himself ensnared in an international cover-...

In this episode, Rory Henry welcomes Derrick Kinney, author of Good Money Revolution, and media personality seen on Fox, CNN, Forbes, and CNBC. Derrick shares his journey into financial services, driven by a desire to help people like his parents access vital financial knowledge. Discover how Derrick's innovative approach and strategic partnerships have helped advisors build seven to eight-fig...

In this episode, Rory speaks with Hal Hershfield, a professor at UCLA Anderson School of Management and the author of "Your Future Self". They explore the concept of 'Mental Time Traveling' and the science behind creating a vivid visual picture of our future selves to make better decisions today. Hal shares insights on 'Projection Bias' and the 'Extreme Discounting of...

In this episode, Rory Henry speaks with Joe Moss, co-founder of Pro Advisor Suite, a thriving community of advisors advancing tools and services in the wealth tech space. Discover Joe's journey from CRM consulting at Simplicity Ops to creating Pro Advisor Suite, focusing on advisor tech, marketing strategies, and AI. Learn about the rapid evolution of advisor technology, including the influx o...

In this episode, Rory Henry speaks with Dave Connolly, co-founder and CEO of Nudge, a top-rated platform for advice engagement. Discover the journey that led to the creation of Knudge and how it helps advisors ensure clients take actionable steps towards their financial goals. Learn how Knudge integrates behavioral finance principles, to reduce cognitive load and prompt clients to move from inacti...

In this episode, Rory speaks with Nate Hoskin, a nationally recognized financial planner and social media thought leader who specializes in working with millennials and Gen Z. Discover how Nate's strategic use of platforms like TikTok, Instagram, and YouTube has catapulted his visibility, amassing over 226,000 followers. Learn about his approach to providing online educational content tailored...

In this episode, Rory talks with Bari Tessler, a pioneer in the field of financial therapy and the author of The Art of Money. Discover how Bari uniquely combines psychology with practical financial guidance to help clients gain greater clarity and well-being around money. Learn about her three-step method involving Money Healing, Money Practices, and Money Mapping, which helps individuals navigat...

In this episode, Rory welcomes Jason Yeh, founder of Adamant Ventures, to explore the world of venture capital and how he is helping founders fundraise with confidence. Discover the crucial role context plays in successful fundraising and learn best practices for engaging investors. Explore Jason's "Narrative B.I.G." methodology and understand why venture capital is often a game of h...

In this episode, Rory speaks with Anthony Venette, a CPA and accredited business valuation professional, about the significant Supreme Court case, Moore v. United States. Discover how this pivotal case challenges the foundation of the current tax code and has the potential to reshape future taxation. Learn about the three primary business valuation methods discussed: the income approach, the marke...