AFO|Wealth Management Forward
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AFO|Wealth Management Forward
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Adam Lean

Grow through CFO Services – Escape the Accountants Trap

AFO|Wealth Management Forward2023-03-10T01:14:16+00:00

In this episode, Rory interviews Adam Lean, the Co-founder, and CEO of the CFO Project, a company that provides training to financial professionals on how to offer CFO services. Adam shares the top ways to communicate financial concepts to business owners using a language they understand, rather than accounting terminology....

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Darren Gleeman

High-Frequency Trading to Employee Stock Ownership Plans (ESOPs)

AFO|Wealth Management Forward2023-03-03T17:49:45+00:00

In this episode, Rory speaks with Darren Gleeman, Managing Partner of MBO Ventures, to discuss Employee Stock Ownership Plans. Darren shares his journey, from developing a high-frequency trading platform used in 1% of US market daily trades to now helping companies implement ESOPs. Listen as he discusses the beneficial tax...

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Jordan Hutchison

Behavioral Finance and Flow w/ Dr. Jordan Hutchison

AFO|Wealth Management Forward2023-02-23T19:33:11+00:00

In this episode, Rory speaks with Dr. Jordan Hutchison from Shaping Wealth about behavioral finance and flow. Listen as Dr. Hutchinson talks about his research on flow and how it can be achieved by doing something that is enjoyable, intrinsically motivating, and has a defined goal. He also explains how...

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Goldman Sachs Small Business Program – Leveraging Many to One

AFO|Wealth Management Forward2023-03-03T17:34:53+00:00

Rory is joined by 2022 Women Entrepreneur of the Year Susan Bryant, CPA, CTC, and Principal at MB Group to talk about her entrepreneurship experience, growing an accounting firm, and how we can better serve our clients. Discover lessons learned from Susan's Goldman Sachs Small Business Program experience and her...

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Kelly Mann CPA

Breaking the CPA Mold, Survivor, and 401k Technology Founder

AFO|Wealth Management Forward2023-02-10T20:19:01+00:00

Rory is joined by Kelly Mann, CEO and Co-founder of AuditMiner, as she shares her story of surviving breast cancer and creating a technology in the midst of a global pandemic. Listen as Kelly talks about her FBI Training experience in Quantico, Virginia and what led her back to the...

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Tax & Financial Planning

Advice Engagement: Secure ACT 2.0, Tax & Financial Planning

AFO|Wealth Management Forward2023-02-02T20:01:29+00:00

Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth as they talk about advice engagement. Learn about SECURE ACT 2.0 and the changes to RMD's, college savings, and retirement planning. Discover why fear, confusion and anger are the three...

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John J. Fenton

Winning the Talent Battle

AFO|Wealth Management Forward2023-01-26T06:15:30+00:00

Rory is joined by former Managing Partner at BDO, current executive leadership coach and CEO Sensei John J. Fenton to talk about culture and how to win the battle for talent. Listen as John talks about why people skills, more than ever, are important for today's leaders. Discover what John...

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Loren Fogelmen

Higher Prices, Higher Profits and High Value Clients

AFO|Wealth Management Forward2023-01-20T17:24:02+00:00

Rory is joined by Loren Fogelmen of Business Success Solution to talk about how to increase your prices and present your value. Learn about Loren's 5 step process to shift your business away from the “dollars-per-hour” model to a value-based model that reduces workload by as much as 50% while...

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ChatGPT and AI Implications

ChatGPT and AI Implications

AFO|Wealth Management Forward2023-01-17T08:39:18+00:00

Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter Wen of Tallyfor about ChatGPT and AI. Discover what they say about the history of AI within the profession and how practitioners can utilize the latest AI developments to enhance...

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Kickoff 2023 & Best of 2022 – Part 2

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

In part two of our year-end review, Rory 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. Listen to clips from the following guests: Blake Oliver and Warren...

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Recent Posts

  • Goodwill Hunting & Charitable Strategies
  • Grow through CFO Services – Escape the Accountants Trap
  • High-Frequency Trading to Employee Stock Ownership Plans (ESOPs)
  • Behavioral Finance and Flow w/ Dr. Jordan Hutchison
  • Goldman Sachs Small Business Program – Leveraging Many to One

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