We conduct interviews with leaders in accounting, wealth management, and fintech!











AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise
AFO|Wealth Management Forward2023-09-21T03:36:51+00:00In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a Bridging the Gap Conference round-up and dive into Intuit's Tax AI Assitant release. Andrew sheds light on the emergence of artificial intelligence and the impacts it could have on the accounting profession. Listen to Andrew do an AI Nasdaq rap...
Recent Podcasts
AI in Tax, Financial Services, BlackRock and Hollywood’s Strike – Davyde Wachell
AFO|Wealth Management Forward2023-07-29T05:22:26+00:00In this captivating interview, Rory engages in a thought-provoking conversation with Davyde Wachell, the CEO of Responsive AI. Davyde discusses...
Connecting People with Resources – Mike Max
AFO|Wealth Management Forward2023-07-20T17:20:09+00:00In this episode, Rory engages in a thought-provoking conversation with Mike Maksymiw, CPA, an executive with Aprio Firm Alliance. Together,...
Unlocking the Benefits of Financial Workshops and Webinars
AFO|Wealth Management Forward2023-07-16T10:16:39+00:00Unlocking the Benefits of Financial Workshops and Webinars Samuel Feldman Founder and Editor in Chief, The Fintech Corner | Finance Content Writer...
Attracting Next Gen Talent and Clients w/ Dan Graham
AFO|Wealth Management Forward2023-07-16T04:23:29+00:00In this episode, Rory engages in a conversation with Dan Graham, the Founder of docVinci and Head of Marketing at...
How to Lead with Vulnerability w/ Amy Vetter
AFO|Wealth Management Forward2023-07-16T04:37:17+00:00In this episode, Rory has a heart-to-heart with Amy Vetter, the inspiring author of "Disconnect to Connect: Tap into the...
Measure x Hack Your Life – Michael Hsu
AFO|Wealth Management Forward2023-07-06T08:55:29+00:00In this episode, Rory converses with Michael Hsu, founder, and CEO of DeepSky and the Measure x Hack Program, about...
Your Future Self w/ Hal Hershfield
AFO|Wealth Management Forward2023-07-06T08:51:08+00:00Connect on LinkedIn:Connect with Hal HershfieldConnect with Rory HenryLearn more aboutHal HershfieldLearn more aboutArrowroot Family Office Your Future Self w/ Hal...
Intersection of Money, Health, and Happiness: Doug Lennick’s Behavioral Finance Mission
AFO|Wealth Management Forward2023-06-08T21:33:54+00:00In this episode, Rory engages with Doug Lennick, the co-founder of Think2Perform, in a discussion on behavioral finance, emotional competence,...