IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 13

Cloud Accounting

Host of #1 Accounting and Bookkeeping Podcast Talks About The Future of Accounting, AI, Blockchain, and Marketing

Rob and Rory speak with Blake Oliver CPA, the Director of Marketing at Jirav, which combines financial planning and analysis with the latest technology to bring customers effective solutions. Blake walks through changes that accounting firms have taken on in COVID-19 and what it means to fail to adapt. Next, with his expertise in Cloud Accounting, Blake comments on the future of AI and software in the accounting industry. We discuss the “The Silver Tsunami’’, the greatest transfer of wealth in history, and how to use Cloud Computing to assist with it. He also details his opinion on cryptocurrencies and the similarities of consumers within the cryptocurrency market, stock market, and Housing Bust of 2008. Blake walks through possible outcomes of the combination of blockchain and accounting. Then, he shares a few tips on how accounting firms can better market themselves and show the value they provide to clients. Blake has the top-ranked Accounting and Bookkeeping Podcast in the World.

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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.

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