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secure top talent

How to Screen, Score, and Secure Top Talent

AFO|Wealth Management Forward2022-10-26T21:01:04+00:00

Rory Henry and Will Hill of Will Hill Consults talk with Giles Pearson of Accountests as they discuss ways to screen, score and secure top talent. Listen as Giles explains how firms are using Accountests to assess applicants' technical knowledge and critical reasoning skills. Discover ways to avoid bad hires...

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Compliance to Consulting

Turn Client Data into Actionable Insights, Move from Compliance to Consulting

AFO|Wealth Management Forward2022-10-19T18:26:07+00:00

Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how to use data to provide businesses with actionable insight. Listen as Glenn explains how firms are using Peerview to help businesses make more informed decisions by leveraging data from 1000's...

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Qualifications & Skills for Accountants to become Financial Managers

AFO|Wealth Management Forward2022-10-17T06:47:28+00:00

Qualifications & Skills for Accountants to become Financial Managers Financial management can be a very lucrative career that can lead to many growth opportunities in senior management. Financial managers make around $134,000 a year on average, which is in the top 10% percentile in the United States in terms of net...

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Accounting vs. Financial Management

Accounting vs. Financial Management: Objectives, Purposes & Differences

AFO|Wealth Management Forward2022-11-09T23:48:05+00:00

Accounting vs. Financial Management Becoming a certified public accounting (CPA) or a financial manager can both have their separate benefits, however, they are equally lucrative and rewarding career paths that have many growth opportunities. Both careers allow the individual to work with finances and numbers, using analysis techniques to work for...

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Amrith Ramkumar

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

AFO|Wealth Management Forward2022-10-12T18:29:06+00:00

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall Street Journal about ESG backlash which is at odds with companies and investors. Listen as they talk about the clean energy provisions and tax incentives associated with the Inflation Reduction...

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How to Become a Financial Planner

How to Become a Financial Planner

AFO|Wealth Management Forward2022-10-12T13:06:58+00:00

How to Become a Financial Planner Becoming a financial planner or advisor can be an extremely lucrative and rewarding career option. Not only is it worth it for the benefits, but the ability to help people improve their financial circumstances and reach their financial goals can be extremely rewarding. With an...

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Finding your Passion and Mental Health

Finding your Passion and Mental Health – Randy Crabtree

AFO|Wealth Management Forward2022-11-15T08:15:50+00:00

Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding your passion and mental health. In this episode, Randy talks about his battle with mental health and how he is helping bring awareness by letting others know about his struggles....

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Derek Davis of Green Growth CPA

Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips

AFO|Wealth Management Forward2022-10-03T23:43:58+00:00

Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource, and the benefits of a virtual practice. Listen as Derek explains the core tenets of building a great team and the 3 competing forces of a professional services organization: good...

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Build Trust and Connection with Clients

Human Side of Money – Build Trust and Connection with Clients

AFO|Wealth Management Forward2022-10-04T19:24:07+00:00

Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The Human Side of Money" podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age,...

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Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting

AFO|Wealth Management Forward2022-09-15T14:15:52+00:00

Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain...

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Recent Posts

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  • Kickoff 2023 & Best of 2022 – Part 2

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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.

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