AFO|Wealth Management Forward
  • Home
  • About
  • Resources
  • Podcast
  • Contact
Search
AFO|Wealth Management Forward
  • Home
  • About
  • Resources
  • Podcast
  • Contact

Kickoff 2023 & Best of 2022 – Part 2

AFO|Wealth Management Forward2023-01-05T19:17:27+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Connect with Rory Henry

Learn more about
Arrowroot Family Office

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

Author

AFO|Wealth Management Forward


Related Posts

DSK Tax & Consulting Tampa FL

Bored Ape Yacht Club, Web 3, and NFTs (Nonfungible Tokens)

Rory is joined by Arrowroot Family Office Partner Michael Knittel and David Spencer of DKS Tax and Consulting as they... read more

Loren Fogelmen

Higher Prices, Higher Profits and High Value Clients

Rory is joined by Loren Fogelmen of Business Success Solution to talk about how to increase your prices and present... read more

Carrie Bradshaw of CD Bradshaw and Associates

CPA Spotlight: Leading Construction Contractor Firm & Drag Racing

Rory Henry talks with Carrie Bradshaw of CD Bradshaw and Associates about her firm's growth and how to focus on... read more

7 Investments the Govt. Will Pay You to Make

Rory and Dan Casey of Arrowroot Family Office talk with Tom Wheelwright about his latest book: The Win-Win Wealth Strategy... read more

Chris Stanley of Beach Street Legal

New SEC Marketing Rule – Could Matt Damon say “Fortune Favors the Diversified”

Rory speaks with Chris Stanley of Beach Street Legal to discuss the latest SEC-Marketing Rule. In this episode, they talk... read more

Private Equity in Accounting

Marketing, Technology, & Private Equity in Accounting

Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement... read more

Advising Women & Forming Strategic Partnerships

CPA & Money Coaching – Advising Women & Forming Strategic Partnerships

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn: Connect with Deborah Daniel Connect with Diane Young Connect with Rory... read more

Amrith Ramkumar

WSJ: Anti ESG Campaign, Inflation Reduction Act, & Billions in Clean Energy

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall... read more

TallyFor

From Book to Tax and a Bridge to Wealth Management

Rory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In... read more

Glen Harper CPA

Changing Firm Culture

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with Glenn Harper and Julie Smith... read more

JOIN OUR COMMUNITY

Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.

  • Terms & Condition
  • Privacy Policy
  • Web Accessibility