INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!
INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!
A podcast about finance, accounting, and technology! Listen to interviews from major publications like the WSJ, Fortune, Forbes, Accounting Today, and AccountingWeb. Gain insights from leading voices in the accounting profession like Randy Johnston, Jody Padar, Geraldine Carter, Donny Shimamoto, and Twyla Verhelst. Discover the secrets to success from CEOs, entrepreneurs, and thought leaders to help you grow both professionally and personally.
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
Grow through CFO Services – Escape the Accountants Trap
In this episode, Rory interviews Adam Lean, the Co-founder, and CEO of the CFO Project, a company that provides training...
High-Frequency Trading to Employee Stock Ownership Plans (ESOPs)
In this episode, Rory speaks with Darren Gleeman, Managing Partner of MBO Ventures, to discuss Employee Stock Ownership Plans. Darren...
Behavioral Finance and Flow w/ Dr. Jordan Hutchison
In this episode, Rory speaks with Dr. Jordan Hutchison from Shaping Wealth about behavioral finance and flow. Listen as Dr....
Goldman Sachs Small Business Program – Leveraging Many to One
Rory is joined by 2022 Women Entrepreneur of the Year Susan Bryant, CPA, CTC, and Principal at MB Group to...
Breaking the CPA Mold, Survivor, and 401k Technology Founder
Rory is joined by Kelly Mann, CEO and Co-founder of AuditMiner, as she shares her story of surviving breast cancer...
Advice Engagement: Secure ACT 2.0, Tax & Financial Planning
Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth...
Winning the Talent Battle
Rory is joined by former Managing Partner at BDO, current executive leadership coach and CEO Sensei John J. Fenton to...
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...
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
Grow through CFO Services – Escape the Accountants Trap
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....
High-Frequency Trading to Employee Stock Ownership Plans (ESOPs)
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...
Behavioral Finance and Flow w/ Dr. Jordan Hutchison
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...
Goldman Sachs Small Business Program – Leveraging Many to One
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...
Breaking the CPA Mold, Survivor, and 401k Technology Founder
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...
Advice Engagement: Secure ACT 2.0, Tax & Financial Planning
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...
Winning the Talent Battle
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...
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 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...