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
Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips
Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource,...
Human Side of Money – Build Trust and Connection with Clients
WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn:Connect with Mike KnittelConnect with Rory HenryConnect with...
Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about...
Marketing, Technology, & Private Equity in Accounting
Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement...
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...
Strategies for working with High Net Worth Clients
Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth...
Grow your business by Joining or Building an Accounting Community
Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about...
Finite vs Infinite Game – How The Accounting Profession Can Think Like Apple
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology,...
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips
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...
Human Side of Money – Build Trust and Connection with Clients
WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn:Connect with Mike KnittelConnect with Rory HenryConnect with Brendan FrazierLearn more aboutArrowroot Family Office Human Side of Money - Build Trust and Connection with Clients Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The...
Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
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...
Marketing, Technology, & Private Equity in Accounting
Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement in accounting. In this episode, Dan talks about Digital Transformation and the importance of being intentional when growing your firm. Listen as they discuss ways to better connect with the...
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 communicate change effectively through your company's mission and values. Learn tips on best practices to help guide you through the change management process. Find ways to communicate for the pain...
Strategies for working with High Net Worth Clients
Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth clients. Find out how asset protection and wealth preservation go hand in hand with a client's tax strategy. Listen as Rob and Mark discuss generational wealth transfers and how to...
Grow your business by Joining or Building an Accounting Community
Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about community and the power of collaboration. Roundtable Labs members include accountants, CPAs, bookkeepers, EAs, and firm owners from over 40 states and 4 countries. Listen as they discuss how to...
Finite vs Infinite Game – How The Accounting Profession Can Think Like Apple
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology, and entrepreneurship. In this episode, Clayton talks about how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. They discuss the Finite...