AFO|Wealth Management Forward

Rory speaks with Chris Stanley of Beach Street Legal to discuss the latest SEC-Marketing Rule. In this episode, they talk about how the SEC took the former cash solicitation and advertising rule and consolidated it into the new marketing rule. Discover how the new rule for the first time allows for testimonials and learn about the latest updates to performance advertising. Do you want to give your...

Rory and Rob speak with Charles Paikert of Barron's Advisor and The Family Wealth Report about the latest RIA M&A activity. In this episode, Charles gives insight into the continued RIA activity in light of a looming recession. Listen as they discuss why Private Equity and the large consolidators love the RIA model of recurring revenue, low overhead, a fragmented market, strong cash flow, and...

Rory Henry and Will Hill of Will Hill Consults talk with Giles Pearson of Accountests as they discuss ways to screen, score and secure top talent. Listen as Giles explains how firms are using Accountests to assess applicants' technical knowledge and critical reasoning skills. Discover ways to avoid bad hires that can be a drain monetarily and culturally. Giles discusses personality profiles and ho...

Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how to use data to provide businesses with actionable insight. Listen as Glenn explains how firms are using Peerview to help businesses make more informed decisions by leveraging data from 1000's of companies. Learn tips on how to frame the advisory conversation with actionable data to help drive...

Rory is joined by Diane Young, Partner at Arrowroot Family Office , as they talk with Amrith Ramkumar of The Wall Street Journal about ESG backlash which is at odds with companies and investors. Listen as they talk about the clean energy provisions and tax incentives associated with the Inflation Reduction Act. Amrith discusses the Anti-ESG Chevron campaign by Vivek Ramaswamy to slow spending on i...

Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding your passion and mental health. In this episode, Randy talks about his battle with mental health and how he is helping bring awareness by letting others know about his struggles. Listen as they talk about the powerful combination of visionaries, who have groundbreaking ideas, and their...

Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource, and the benefits of a virtual practice. Listen as Derek explains the core tenets of building a great team and the 3 competing forces of a professional services organization: good client services, profitability for a company, and employee well-being. Learn how Derek built his Cannabis nic...

Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of  "The Human Side of Money" podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age, and education, it was our view of our future self that drives our savings. Listen as they disc...

Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain tax alpha through tax loss harvesting that can be done on a daily basis. Learn h...

Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement in accounting. In this episode, Dan talks about Digital Transformation and the importance of being intentional when growing your firm. Listen as they discuss ways to better connect with the younger generation, with the average age of a business owner being 31...

Rory interviews Will Hill from Will Hill consults as he talks about change management, people, and processes. Discover ways to communicate change effectively through your company's mission and values. Learn tips on best practices to help guide you through the change management process. Find ways to communicate for the pain you are solving or the gain you are after so employees feel empowered. Will...

Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth clients. Find out how asset protection and wealth preservation go hand in hand with a client's tax strategy. Listen as Rob and Mark discuss generational wealth transfers and how to work with complex family dynamics. Discover how you can utilize a family office...

Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about community and the power of collaboration. Roundtable Labs members include accountants, CPAs , bookkeepers, EAs, and firm owners from over 40 states and 4 countries. Listen as they discuss how to leverage the knowledge and experience of a community to solve real business iss...

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology, and entrepreneurship. In this episode, Clayton talks about how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. They discuss the Finite vs. Infinite game and how being an infinite game player i...

Rory is joined by Will Hill of Will Hill Consults and Vipul Sheth of Advancetrack Outsourcing to talk about outsourcing, technology, and firm efficiency. Learn how firms can strengthen their staff, provide greater client outcomes and grow their practice through the implementation of outsourcing. Vipul discusses the advancements in technology over the last decade and the increased acceleration of o...

Rory Henry and Will Hill talk with Amber Setter of Counscious about coaching, leadership, and staff development. Discover why Amber believes coaching with empathy and building relationships is vital to leading in today's environment. Discover what "Brain Offload" means and how to engage clients in their decision-making by reaching their brain's emotive and sensory parts. Learn ways to actively lis...

Rory and Dan Casey of Arrowroot Family Office talk with Tom Wheelwright about his latest book: The Win-Win Wealth Strategy 7 Investments the Government Will Pay You to Make. Listen to ways the government incentivizes through tax benefits: Business Ownership, Real Estate, Energy, Technology, Agriculture, and Retirement Savings. Discover why real estate is a multi-dimensional asset class that offers...

Rory is joined today by guest co-host Dawn Brolin “The Designated Motivator” from Powerful Accounting, as they interview Sue Enquist, Former Head Coach of UCLA Softball and 11-time National Champion, about executive leadership, culture, and softball! Sue talks about the influence of John Wooden and the Pyramid of Success, her work helping the USA Volleyball team win Gold, and how we can better lea...

Rory is joined by Will Hill of Will Hill Consults to talk with Ryan Conn of Shelton & Assoc. CPA and CS Business Consulting to talk about his SWAT Team experience and how he used it to build his firms culture. Learn about how Ryan uses his law enforcement background to structure teams and develop leaders. Find out the difference between creating capacity and creating space at your firm. Discov...

Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting to talk about mindset. Find out why we act and react habitually, why we make the choices we make, and what causes us to either take action or sit on the sideline. Learn about Joey's subconscious mind training and how to achieve uncommon results through uncommon actions. Discover the secre...

Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at FreshBooks about advisory, community, and work-life balance.   Discover why Twyla believes "Intentionality" is so important and how firms can start thinking strategically about their future. She shares her thoughts on the profession having a "Reconciling Moment" and how firms can a...

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with Glenn Harper and Julie Smith of Harper CPA Plus to talk about developing a firm culture. Learn about the importance of building a brand and internal culture that brings everyone together to achieve a common goal. Find out what Glen and Julie say sets them apart from most firms and why they seek out people who welcome chang...

Rory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In this episode, Peter talks about the evolution of Cloud computing and how recent innovations in tax technology are finally starting to take hold. Find out how Tallyfor is cutting down the time it takes professionals to go from book to tax and how Peter converts data to streamlin...

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The President of Universal Accounting Center, Roger Knecht , about actionable steps  accountants can take to grow their business. In this episode, Roger talks about M.A.P. (Marketing/Sales, Accounting Services, Production) as way to breakdown pain points in growing your firm. Find out what Roger says about marketing a...

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob Lewis, about the latest M&A activity in accounting. In this episode, Bob talks about how we could see more accounting firms being acquired by RIAs as more firms integrate tax planning with wealth management. Listen as Bob discusses how 85% of firms have an unfunded partner buyout and...