Related Posts

Financial Behavior: From the CIA to the College Classroom w/ Dr. Mary Bell Carlson
In this episode, Rory and Julie speak with Dr. Mary Bell Carlson, President of the Financial Keynote Behavior Group, to... read more

David vs Goliath RIA M&A: $100 Million & $100 Billion Dollar Firms
Rory and Rob speak with Charles Paikert of Barron's Advisor and The Family Wealth Report about the latest RIA M&A... read more

“The Fun CPA” Yuri Kapilovich
In this episode, Rory speaks with Yuri Kapilovich, better known as “The Fun CPA,” about how he’s transforming the accounting... read more

Empowering Families to Thrive: Alex Kirby’s Vision Framework
In this episode, Rory welcomes Alex Kirby, CEO of Total Family, to discuss how families can uncover and pursue their... read more

From Data to Wealth: How AI Turns Accounting Insights into Action
In this episode, Rory speaks with Trevor Greenway, CEO of InterVal, a leader in automated discovery for accounting firms, financial... read more

Best of 2023 – Part I
In this year-end special, Rory brings you the most enlightening moments from 2023's AFO Wealth Management Forward podcast episodes. Dive... read more

Mastering Money with Mindfulness: A Three-Step Approach w/ Bari Tessler
In this episode, Rory talks with Bari Tessler, a trailblazer in the field of financial therapy and the author of... read more

The Experience Economy w/ Dennis Moseley-Williams
In our latest episode, Rory interviews keynote speaker and customer experience thought leader Dennis Mosley-Williams, the founder of Dennis Moseley-Williams... read more

Will Hill – Leading Through Change
Rory interviews Will Hill from Will Hill consults as he talks about change management, people, and processes. Discover ways to... read more

Intangible Asset Revolution w/ Andrea Eisfeldt
In this episode, Rory welcomes Andrea Eisfeldt, economist, researcher, and finance professor at UCLA Anderson School of Management, to talk... read more