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
International Best Selling Author Dr. Moira Somers – Advice That Sticks
Rory and Managing Director Diane Young are joined by psychologist, family wealth consultant, and executive coach Dr. Moira Somers who is the behavioral strategist at Knudge (a FinTech company dedicated to improving follow-through on financial advice), as well as the founder of consulting company Money, Mind and Meaning. In this episode, find out the answer to these two questions: why is it hard for people to do the right things for their well-being? And what can be done to make meaningful changes in their behavior? Listen as they talk about one of the most dangerous assumptions an advisor can make when dealing with a client and how you can get advice to stick using the acronym F.A.C.T.S. Check out this episode to learn more about human psychology when it comes to money and meaning!
DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FIRM ARE YOU?
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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THROUGH OUR PROGRAM
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.
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