AFO|Wealth Management Forward

Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk with Warren Pennington, Head of Fintech Strategies at Vanguard, which manages over $7 Trillion in assets globally. Discover what Warren says about the importance of technology, creating an environment for people to trust, and how Vanguard is continually finding ways to increase savin...

Rory is joined by Ron Saharyan, Co-Founder of Profit First Professionals and Co-Host of the Grow My Accounting Practice Podcast. Learn why the Profit First Methodology has helped over 650,000 businesses globally and how he and the organization are leading the charge to eradicate entrepreneurial poverty. Find out how a small shift in your business model from Sales – Expenses = Profit to Sales – Pro...

Rory is joined by Arrowroot Family Office Partner Michael Knittel and David Spencer of DKS Tax and Consulting as they discuss the latest developments in blockchain, cryptos, and NFTs. In this episode, listen as they discuss the news of Fidelity allowing bitcoin in 401ks , the explosion of NFTs as a crowdfunding source, and the best places to gather information on these emerging technologies. Find...

Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once Accounting. Once Accounting is a client integration tool for CPA firms that allows them to manage all of their client’s books in a single location. In this episode, Will discusses how his father Ford Baker built a technology out of the pain points he was experiencing at his own...

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a leading turnkey Asset Management Platform that serves over 2100 Firms. He has a Ph. D. in Psychology from BYU, and he recently co-authored a New York Times Best-Selling Book titled Personal Benchmark: Integrating Behavioral Fin...

Rory Henry and Managing Director Diane Young discuss the latest developments in SECURE ACT 2.0 which has major ramifications for retirement. The House passed the bill by a vote of 414-5 and it is set to go to the Senate before making its way to the President’s desk. Learn about the proposed changes to RMDs, Catch Up Contributions, and how provisions in the bill will help those paying for student l...

Rory and Arrowroot Family Office VP Daniel Casey are joined by The Blockchain Accountant, David Spencer from DKS Tax and Consulting to discuss recent events in blockchain and how to navigate the young but exciting space. They discuss various crypto tax implications, how to maximize income from crypto investments, and the importance of record keeping. The three avoid jargon by utilizing simple anal...

Rory and Arrowroot Family Office VP Daniel Casey are joined by Dr. Sean Stein Smith, Professor at the City University of New York – Lehman College, Forbes Crypto and Blockchain Contributor, and advisor to the Wall Street Blockchain Alliance. In this episode, Dr. Sean discusses the latest in the world of blockchain and the difference between cryptocurrency and crypto-assets. Listen as Dr. Sean talk...

Rob and Rory are joined by Peter Magaritis, CPA and Certified Speaking Professional, the author of Off Script: Mastering the Art of Business Improv. In this episode, Peter discusses how you can apply the 3 main tenets of improv: Honesty, Trust, and Support to help you communicate better with your team and clients. Discover the power of active listening and how the willingness to be changed by anot...

Rob and Rory are joined by Geraldine Carter, business coach and host of the leading podcast “Business Strategy for CPAs,” as they discuss how firms can transition to a more efficient recurring revenue subscription model. Listen as they talk about the importance of looking at the lifetime value of clients, how firms should communicate value in their messaging, and the importance of investing in sal...

Rory is joined by Kelly Gonsalves, Founder of Totally Booked and Totally SEO, who is also an Insightful Accountant Top 10 ProAdvisor. Kelly discusses her journey and how she was able to leverage the power of digital marketing to grow multiple successful businesses. Learn about ways to optimize your website so search engines will pick it up and hear why she considers blogs the meat and potatoes of...

Rory and Managing Director Diane Young are joined by psychologist, family wealth consultant, and executive coach Dr. Moira Somers who is the behavioral strategist at Knudge (a FinTech company dedicated to improving follow-through on financial advice), as well as the founder of consulting company Money, Mind and Meaning. In this episode, find out the answer to these two questions: why is it hard fo...

Rory and Rob are joined by Andrew Einhorn, CEO and Co-Founder of Level Fields. Andrew has worked with Fortune 500 companies and governments across the world via his cutting-edge data analytics and intelligence solutions. His latest endeavor with Level Fields incorporates an AI-driven fintech application that automates investment research in order to formulate event-driven analytics. Users receive...

Rory Henry and Rob Santos are joined by Aaron Klein , Co-Founder, and CEO of Riskalyze , a leading risk assessment platform that serves tens of thousands of financial advisors. In this episode, learn why information and confirmation bias can profoundly affect how people make decisions about risk. Find out why over the last 25 years, markets very rarely hit their averages and how advisors can use a...

In this ESG investing episode, Rory and Rob are joined by Boris Khentov, the SVP of Operations and Sustainability at Betterment and a fintech advisory committee member at FINRA. Listen as they dissect the history and usage of various terms, from ESG to Socially Responsible Investing. Learn about the rapid growth of socially responsible investing and how investors, now more than ever, can directly...

Rory and Managing Director Mark McCarron are joined by Donny Shimamoto, CPA, CITP, CGMA to talk about ESG (Environmental, Social, and Governance) and ESG reporting. Donny is the Managing Director for Intraprise Techknowlogies, he leads The Center for Accounting Transformation and is the AICPA Chair for the National Conference of Lawyers and CPAs. In this episode, Donny explains what ESG is, why it...

Rory and Rob are joined by Randy Johnston, CEO of K2 Enterprises, Co-Founder of Network Management Inc., and Podcast Host of the Technology Lab on CPA Practice Advisor. Listen as they discuss recent advancements in technology, how it’s changing the profession, and what it means to be advisory. Find out how Ben Franklin, George Washington, Thomas Jefferson, and the lessons of the farming revolution...

Rob and Rory are joined by Rachel Fisch, former National Bookkeeping lead at Deloitte and now Chief Global Development Officer for High Rock Accounting as they discuss the latest developments in the accounting profession. Learn why Rachel believes in the power of social media and how to utilize it to network and form deeper connections. Find out reasons why High Rock Accounting has been able to ac...

Fortune Magazine writer Megan Leonhardt who covers the intersection of policy and finance, joins Rob and Rory in this action-packed current events interview. In this episode, Megan talks about why "The Great Resignation” could be characterized as “The Great Reshuffling" as she discusses what happened with the 4.5 million Americans who walked off the job in November. They discuss the growing inflat...

Rory and Managing Director Mark McCarron are joined by “The Blockchain Accountant” David Spencer, CPA and Certified Smart Contract Developer, the founder of DKS Tax and Consulting. Listen to this episode to learn more about cryptocurrency, NFT’s, and advancements in the Metaverse. Find out why David believes the key to mass adoption lies in the Warren Buffet principle of “People invest in what the...

Rob and Rory provide a year in review with highlights from top guests. Listen to Dr. Sean Stein Smith, Forbes Crypto Contributor, talk blockchain technology and the emergence of NFT's in April of 2021. Hear from Cody Barbo, CEO of Trust & Will, talk about the importance of Estate Planning and listen to Vanguard Economist Josh Hirt discuss the importance of Holistic advice. Get tips on how to g...

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office , are joined by Brenda Meller, Founder of Meller Marketing, which helps VIPs and Sales Leaders “unlock the power” of LinkedIn through strategy coaching, optimization, and training. In this episode, Brenda talks about the limitless potential of LinkedIn and how to harness the #1 professional business networking incr...

In this episode, Rory and Rob are joined by Adam Holt, a “recovering” financial planner, thought leader, and founder of Asset-Map. Adam talks about how he used his background in architecture to develop a technology that helps advisors and people better understand their finances through simple visual frameworks. Asset-Map is a resource used by thousands of advisors and more than a million people gl...

Rob and Rory are joined by Charles Paikert, Contributing Writer for Barron’s Advisor and U.S. Correspondent for Family Wealth Report. In this episode, Charles talks about the frenzied M&A activity in the RIA space, which has a tremendous amount of demand and a limited amount of supply. He talks about $500 Million AUM firms getting more than 10X EBITDA with 80% to 90% cash at closing. They als...

Rob and Rory are joined by  Forbes Wealth Management  Staff Writer Jason Bisnoff. In this episode, Jason talks about ESG investing and the problems from supply not meeting growing demand. He also touches on the belief that you have to look at these issues long-term by citing a CNBC report that GM will not be making gas-powered cars in 14 years, which would affect companies like ExxonMobi...