AFO|Wealth Management Forward

In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field of neurofinance. Discover how insights from neuroscience are being applied to analyze our financial decision-making. For example, learn why spotting a Louis Vuitton bag might trigger a desire to splurge, and how reflecting on personal values can help us resist such spendi...

In this episode, Rory engages with Scott Rick, Associate Professor of Marketing at the University of Michigan's Ross School of Business, exploring tightwads and spendthrifts and their relationships to spending and saving. Scott shares his findings on how individuals' spending habits and attitudes toward money can influence relationship dynamics. Learn about the concept of "shopping mo...

In this episode, Rory speaks with Josh Malancuk, President of J.M. Tax Advocates, about property tax management and appeals. Discover the challenges in assessing properties with unique features, such as a food processing facility, and how these can vary by state. Learn about the intricacies of the tax appeal process, including the importance of deadlines and strategic approaches to avoid overpayin...

In this episode, Rory talks with Nathan Astle, Founder of the Financial Therapy Clinical Institute, about the importance of healthy communication for couples regarding money. Discover ways to establish emotional safety and trust with your partner to foster a healthier and happier relationship. Nathan shares insights on the importance of creating a culture of financial openness, as well as the pitf...

In this episode, Rory talks with David Wolfskehl, CEO and Co-Founder of C-Suite Impact, about the importance of a people-first approach in business. Discover how David's entrepreneurial journey and partnership with Phil Whitman catalyzed the formation of C-Suite Impact and how they are helping firms through growth, performance and succession. Learn about the transformative shift in the M&A...

In this episode, Rory welcomes Kenny Harper, strategist and co-founder of Growth Amplifiers, to discuss ways in which firms can drive business growth through a holistic sales and marketing process. Kenny shares his journey from working with leading global brands to partnering with small business owners and their teams. Listen as they talk about how to align marketing efforts with core values to he...

In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit's journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current platform. Uncover best practices for effectively leveraging testimonials and understand h...

In this episode, Rory and Julie speak with Dr. Mary Bell Carlson, President of the Financial Keynote Behavior Group, to talk about taking evidence-based research and putting it into practical application. Discover how Dr. Carlson bridges the gap between academia and real-world financial planning through financial behavior insights. Listen as Dr. Carlson talks about her experience working in Washin...

In our latest episode, Rory engages with Robert Kirk, founder and CEO of IntergenData, to discuss the revolutionary impact of AI and machine learning on financial services. Discover how Robert and IntergenData are using AI to predict significant life events, empowering financial advisors to provide guidance on clients' healthcare, insurance, and financial planning needs. Learn about ways in wh...

In this episode, Rory and Julie speak with Amy Mullen, President of Money Quotient, to shed light on the vital role that personal values and life experiences play in financial planning. Amy discusses the results of a recent study conducted in collaboration with the Financial Planning Association, titled 'Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.&...

In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss women in investing. Discover why women tend to view investing more as a life skill rather than a competition, and the potential benefits of their generally more risk-averse nature. Explore how employing a holistic approach, by uncovering a client's values and...

In this episode, Rory and Julie speak with Dr. Emily Koochel, the Head of Financial Wellness at eMoney. Listen as they discuss how to help clients use intrinsic motivation to increase the likelihood of success in reaching their goals. Discover ways to use solution-focused therapy to help clients identify their strengths andovercome new challenges. Learn more about eMoney's latest study on fina...

In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X, as they delve into the concept of human-first financial guidance and the art of connecting deeply with clients. Discover how Ross's unique methodology, which involves a series of insightful questions, helps to uncover clients' true financial and personal aspirations. Learn...

In this episode, Rory sits down with Laurence Whittam, the Managing Director at Impact Global Solutions, a strategic outsourcing advisory firm. Discover how Laurence is helping firms maximize efficiency through global teams. Listen as they discuss the staffing shortage challenges CPA firms face and how these firms are tackling the problem through the increased adoption of outsourcing. Learn about...

In this episode, Rory speaks with Rafael Casas, formerly of Sage and Oracle, and now a Director at QuickFee, as they discuss the evolving world of AI, the importance of relationships, and strategies for avoiding burnout. Discover Rafael's perspective on the latest AI developments and approaches for adopting this impactful technology. Hear about Rafael's personal encounter with a health sca...

In our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in accounting, wealth, and behavioral finance. The episode features a look into vulnerability and leadership with keynote speaker Amy Vetter and Intergenerational and Gender Communication specialist Julie Johnson. Listen as folks like Jody Padar, "The Radical CPA," talk about...

In this year-end special, Rory brings you the most enlightening moments from 2023's AFO Wealth Management Forward podcast episodes. Dive into a compilation that spans a range of topics, from innovative subscription models in professional services with Ron Baker to the profound impacts of financial psychology with Dr. Preston Cherry. Discover the transformative power of aligning investments wit...

In this engaging episode, Rory sits down with Dr. Preston Cherry, Founder of Concurrent Planning and Co-Founder of Practice Intel. Listen as they dive into the evolving world of financial advice for Generation X, addressing the unique set of challenges this demographic faces, such as balancing student loan repayments with retirement planning. Dr. Cherry shares the findings of a new study that aime...

In this episode, Rory along with guest co-host Julie Johnson, speaks with Keena Pettijohn, a pioneer with experience in FinTech, Insurtech, and Age Tech Solutions. They discuss how financial professionals can assist people in living more fulfilling lives, highlighting ways to work with clients in their 70s and 80s. Keena introduces the concept of S.M.E. - Sympathy, Meaning, Empathy - as a method f...

In this episode, Rory and guest co-host Julie Johnson speak with Susan Doty, founding director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler. Listen as Susan breaks down her 'Economic Way of Thinking,' highlighting why everything we value is scarce, why we can't have it all, and how this means we have to make choices. Learn about Susan&...

In this episode, Rory Henry is joined by guest co-host Crystal Wampler to interview Matt McClintock, co-founder of Evergreen Legacy Planning and the Bespoke Group. They discuss the latest developments in the world of bitcoin and the complexities of estate planning with digital assets. Matt delves into how his firm helps clients navigate this emerging field, explaining the role of Private Trust Com...

In this episode, Rory sits down with Dave Hartley, Partner in Charge of Advisory at Anders CPAs + Advisors, to discuss the transformative effects of AI in the CPA profession. Discover their insights on the major news story involving Sam Altman and OpenAI, as they reflect on a tumultuous weekend in the AI world. Learn about the critical balance between embracing cutting-edge technological solutions...

In this episode, Rory Henry and guest co-host Julie Johnson introduce Christine Simone, CEO of Caribou Wealth, whose innovative platform is revolutionizing how advisors manage healthcare costs for their clients. Discover the critical intersection of healthcare and financial planning and learn how to make a significant impact in an area of growing concern for Americans: the rising costs of healthca...

In this episode, Rory interviews  John Garrett , a people-centric leadership speaker, about how individuals can embrace their personal interests and hobbies in the workplace. Discover how a former CPA turned stand-up comedian and Emmy-nominated writer found his passion in spreading the What's Your “And" concept to help organizations increase employee engagement and well-being. Explore the...

In this episode Rory interviews Phillipp Hecker, the CEO of Bento Engine, a platform that provides personalized advice based on life events and age-based milestones. Discover how to better connect with and serve the next generation, as studies show that teenagers and their parents are seeking more help in this area. Philipp discusses his Children and Wealth program, which provides age-appropriate...