AFO|Wealth Management Forward

Rory is joined by Jelani Jenkins, founder of Postseason, and former NFL linebacker of the Miami Dolphins. Postseason is the first comprehensive, holistic online platform for retired athletes tailored to help them find purpose after their professional sporting careers. In this episode, Jelani takes us through his journey of retirement from the sport he loved and eventual self-discovery. He claims a...

Rob and Rory speak with the CEO and co-founder of Trust & Will, Cody Barbo . Trust & Will has helped over 200,000 families start their estate plan using their online technology and have transformed the way families plan for their future through affordable and straightforward estate planning. Cody describes the motivation behind creating a modern, intuitive, and affordable solution as an al...

Rory and Mark are joined by Maria Quinn, a National Speaker and Senior Member of the Thought Leadership team in Vanguard Financial Advisor Services. Maria joined Vanguard in 2013 and has held a variety of roles serving Vanguard’s high-net-worth retail and financial advisor clients. In this podcast, Maria highlights the importance of establishing strong relationships and building trust with the cli...

Rory and Rob are joined by Univ. Michigan and UCLA Law School Grad Ryan Schumacher, a private, professional trustee and attorney with Lorenz Private Trustees. Learn about the importance of a fiduciary as a person who stands in a special relation of trust, confidence, or responsibility in their obligations to others. In this episode, Ryan discusses the three options people use when using a trustee:...

In this episode, Rory and Rob are joined by Tanya Van Court, a former ESPN, and Nickelodeon executive and the founder of Goalsetter. Goalsetter is an educational-based financial literacy app that teaches kids and teens finance through games, memes, and pop culture. This episode focuses on Tanya’s passion for teaching children and students of all ages how to invest and how she strives to close the...

Rob and Rory are joined by the Chief Growth Officer of Holistiplan, Chris Fields. Holistiplan is a technology used by thousands of advisors to efficiently and effectively scale their business through tax planning strategies. He is also an author and CEO/founder of the mercy project, a nonprofit organization using sustainability and empowerment to help rescue children out of slavery in Ghana. In th...

Rory and Rob are joined by Donny Shimamoto CPA, CITP, CGMA. He is the Managing Director for IntrapriseTechknowlogies, the Inspiration Architect for The Center for Accounting Transformation, and is the AICPA Chair for the National Conference of Lawyers and CPAs. In this episode, Donny talks about his work helping accountants with technology, business practices, and risk management through the adopt...

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...

This episode features Rory with special guest Guy Pearson, the founder, and CEO of Practice Ignition, a technology company focusing on assisting accounting and bookkeeping firms by offering online proposals, automated billing, and other useful managerial tools. Practice Ignition works with over 5000 firms globally, with offices in Australia, New Zealand, UK, the US, and Canada. He touches on the d...

In this episode, Rory and Managing Director at Arrowroot Family Office, Mark McCarron, are joined by Nick Sinclair, the founder of TOA Global . TOA Global is an outsourcing business that is 100% dedicated to serving accounting firms. They work with over 600 accounting firms globally , providing them with exceptional, highly-skilled offshore industry professionals at around a 70% cost saving . Nick...

In this episode, Rob and Rory speak with the Director of Sales at Redtail Technology, David Mehlhorn. Redtail Technology is a core financial services solution offering thousands of advisors daily assistance with running their businesses. As the first cloud-based CRM for financial advisors, they continue to revolutionize the client-advisor relationship through a robust feature set that integrates w...

Jody Padar, the Vice President of Strategy at Botkeeper and Author of “The Radical CPA”, joins Rob and Rory in their discussion about how firms can implement technology in their business model. Botkeeper uses artificial intelligence and machine learning to provide bookkeeping and pre-accounting solutions for accounting firms. In this episode, Jody talks about the evolution of the accounting indust...

Rob and Rory are joined by the Editorial Manager/US team lead at AccountingWEB.com, Seth Fineberg. AccountingWEB.com is a premier publication for tax and accounting professionals, offering valuable insight, strategies, trends, and best practices through their publications to assist firms in improving their services. Seth speaks about the greatest challenge faced by accounting firms today, “Relevan...

Rob and Rory are joined by Daniel Hood, the Editor-in-Chief of Accounting Today. Accounting Today reaches over 325,000 professionals across the full breadth of public accounting, ranging from sole practitioners who prepare tax returns up to the Big Four firms that audit the largest multinational corporations. Even with the emergence of automation within the accounting industry, Hood shares key ins...

Rob and Rory speak with Kristen Carlisle , the General Manager at Betterment for Business , as she highlights Betterment’s unique tech-enabled platform for managing 401(k) plans . Betterment integrates two arms into their range of services: Betterment for Advisors (check out the podcast with Jon Mauney!) and Betterment for Business . Betterment for Business is a simple and easy-to-implement softw...

Rob and Rory sit down with the co-founder of Vanilla, David Hauser, as he enlightens our listeners about Vanilla’s innovative platform that simplifies estate planning for both advisors and clients. Over half of the population does not have an estate plan or will set in place, and often, the hardest part about  estate planning  is starting the conversation. David shares his insights...

Rob and Rory speak with the CEO and Founder of Diamond Wealth Strategies, Ronald Diamond . Diamond Wealth Strategies represents over 100 Single Family Offices ranging in size from $250 million to $30 billion in order to create a community within an industry that is poised to continue evolving in the near future. Currently, 25% of Family Offices do not make it to the 2nd generation, 10% for the 3rd...

Rob and Rory sit down with Tobias Salinger who is the Senior Editor for Financial Planning, an interactive social media platform that reaches 460,000+ experienced professionals including independent financial planners, RIA’s, and investment advisors. Viewers receive analysis and breaking news, expert advice and opinion, and practical business-building advice. In this podcast Tobias covers a wide a...

Rob and Rory speak with the CEO and Founder of DPL Financial Partners, David Lau, where he emphasizes the importance of annuities to facilitate a new era of retirement planning. With a current database of 3,000 products, 40,000 writers, and 400,000 price points, DPL Financial Partners is the first and leading commission-free annuity and insurance platform for registered investment advisors and car...

Rob and Rory sit down with the Director of Research at Money Media, Loren Fox . Money Media is a unit of the Financial Times that produces online newsletters for professionals with an emphasis on the asset management industry. According to Charles Schwab, the RIA industry is booming and it is recorded to be a $5.7 trillion space . Loren alludes to multiple shifts within the industry that serve as...

Rob and Rory sit down with Jon Mauney, the General Manager at Betterment For Advisors . From portfolio management to advising 401(k) plans , Betterment For Advisors has reinvented the experience of financial advisors who are looking to apply user-friendly technology in order to increase outreach and efficiency within their services. Jon acknowledges how technology has changed the landscape of the...

Rob and Rory speak with Blake Oliver CPA, the Director of Marketing at Jirav , which combines financial planning and analysis with the latest technology to bring customers effective solutions. Blake walks through changes that accounting firms have taken on in COVID-19 and what it means to fail to adapt. Next, with his expertise in Cloud Accounting , Blake comments on the future of AI and software...

Rob and Rory speak with the CEO and co-founder of Trust & Will, Cody Barbo . Trust & Will has helped over 200,000 families start their estate plan using their online technology and have transformed the way families plan for their future through affordable and straightforward estate planning. Cody describes the motivation behind creating a modern, intuitive, and affordable solution as an al...

Rory and Diane speak with Josh Hirt, a lead economist with the Investment Management Group at Vanguard , who develops Vanguard's understanding of Growth in the US Economy. Josh talks about the pandemic's impact on the economy and how this will evolve over time. He talks about today’s economy, some Optimism coming out of the Pandemic, as well as some comparisons to The Great Recession of 08', the D...

Rory and Diane speak with Josh Hirt, a lead economist with the Investment Management Group at Vanguard , who develops Vanguard's understanding of Growth in the US Economy. Josh talks about the pandemic's impact on the economy and how this will evolve over time. He talks about today’s economy, some Optimism coming out of the Pandemic, as well as some comparisons to The Great Recession of 08' , the...