IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.

AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 45

The Importance of ESG

Donny Shimamoto: The Importance of ESG

Rory and Managing Director Mark McCarron are joined by Donny Shimamoto, CPA, CITP, CGMA to talk about ESG (Environmental, Social, and Governance) and ESG reporting. Donny is the Managing Director for Intraprise Techknowlogies, he leads The Center for Accounting Transformation and is the AICPA Chair for the National Conference of Lawyers and CPAs. In this episode, Donny explains what ESG is, why it is here, and the various ways it is being reported. Also, find out why it’s essential for organizations to be good citizens and how we, as investors, employees, and consumers, can help drive companies to make meaningful change. Hear Donny’s thoughts on how a new generation of employees are less concerned about money and more about making a positive impact in the world. Listen as they discuss topics like ExxonMobil, the harmful effects of Blockchain on the environment, and the importance of Cybersecurity in our ever-evolving digital world. Don’t miss out on this episode to learn more about all things ESG.
5/5
Share on facebook
Share on twitter
Share on linkedin
Share on reddit
Share on email

DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM

ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

DOWNLOAD OUR PLAYBOOK

* By signing up, you will also receive occasional email updates.

DOWNLOAD OUR PLAYBOOK