Kickoff 2023 & Best of 2022 – Part 2AFO|Wealth Management Forward
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Kickoff 2023 & Best of 2022 - Part 2
In part two of our year-end review, Rory Henry highlights the Best Insights and Inspiration from 2022. Listen to accounting and wealth management thought leaders talk about sentiment analysis, tax planning, behavioral finance, opportunity zones, AI, advising business owners and much more.
Highlights of episodes from the following guests:
- Blake Oliver, CPA Oliver and Warren Pennington Head of Fintech Strategies at Vanguard – Sentiment Analysis
- Blake E. Christian, CPA/ MBT HCVT Top 25 Nationally Recognized OZ Influencer – Opportunity Zones
- Chris Stanley Beach Street Legal – SEC Marketing Rule
- Jackie Meyer, CPA, CCA, Doctoral Candidate – Tax Planning to Supercharge Your Business
- Dr. Moira Somers International Best Selling Author – Advice that Sticks
- Peter Wen Co-Founder Tallyfor – AI and Tax Technology
- Will Hill of Will Hill Consults – Leading Through Change
- Giles Pearson Co-Founder Accountests – Personality Profiles
- Deborah Daniel CPA – Forming Strategic Partnerships
- Twyla Verhelst, CPA Verhelst FreshBooks – Authenticity and Content Creation