We conduct interviews with leaders in accounting, wealth management, and fintech!
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AI and Data: A GPS for Business Success/ Eric Eage
AFO|Wealth Management Forward2024-07-26T16:29:20+00:00Connect on LinkedIn:Connect with Rory HenryConnect with Eric EagerLearn more aboutArrowroot Family Office4 Impact Data AI and Data: A GPS for Business Success/ Eric Eager In this episode, Rory interviews Eric Eager, the CEO of 4impactdata, a company leveraging AI to enhance business success. Discover how Eric, a recovering CPA with a passion for technology, uses data-driven insights to help businesses navigate...
Recent Podcasts
AI and Data: A GPS for Business Success/ Eric Eage
AFO|Wealth Management Forward2024-07-26T16:29:20+00:00Connect on LinkedIn:Connect with Rory HenryConnect with Eric EagerLearn more aboutArrowroot Family Office4 Impact Data AI and Data: A GPS for...
Leadership in a Volatile Landscape w/ Byron Patrick
AFO|Wealth Management Forward2024-07-19T18:32:31+00:00Connect on LinkedIn:Rory HenryByron Patrick CPA, CITPLearn more aboutArrowroot Family OfficeVerifyiQ Leadership in a Volatile Landscape w/ Byron Patrick In this episode,...
Grow, Scale and Succeed with Financial Cents
AFO|Wealth Management Forward2024-07-12T21:12:17+00:00In this episode, Rory speaks with Shahram Zarshenas, CEO of Financial Cents, to explore how practice management software can transform...
Transition to Transaction: M&A Advice for Firms w/ Shannon Hay
AFO|Wealth Management Forward2024-07-05T18:46:59+00:00In this episode, Rory speaks with Shannon Hay, SVP at United Midwest Savings Bank, to talk about accounting firm financing...
Intangible Asset Revolution w/ Andrea Eisfeldt
AFO|Wealth Management Forward2024-06-27T21:13:19+00:00In this episode, Rory welcomes Andrea Eisfeldt, economist, researcher, and finance professor at UCLA Anderson School of Management, to talk...
A Financial Crime Thriller w/ Greg Adams
AFO|Wealth Management Forward2024-06-27T21:07:26+00:00In this episode, Rory speaks with Greg Adams, SVP and CFO of the American Management Association and author of the...
Good Money Revolution: Transforming Financial Services w/ Derrick Kinney
AFO|Wealth Management Forward2024-06-14T17:45:49+00:00In this episode, Rory Henry welcomes Derrick Kinney, author of Good Money Revolution, and media personality seen on Fox, CNN,...
Advising in the Digital Age: Community Building and AI w/ Joe Moss
AFO|Wealth Management Forward2024-06-14T17:25:17+00:00In this episode, Rory Henry speaks with Joe Moss, co-founder of Pro Advisor Suite, a thriving community of advisors advancing...