We conduct interviews with leaders in accounting, wealth management, and fintech!
Neurofinance: The Future of Financial Planning and Brain Science
AFO|Wealth Management Forward2024-04-19T17:05:55+00:00In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field of neurofinance. Discover how insights from neuroscience are being applied to analyze our financial decision-making. For example, learn why spotting a Louis Vuitton bag might trigger a desire to splurge, and how reflecting on personal values can help us resist...
Recent Podcasts
Predicting Health and Wealth Using AI and Machine Learning w/ Robert Kirk
AFO|Wealth Management Forward2024-02-22T20:23:30+00:00In our latest episode, Rory engages with Robert Kirk, founder and CEO of IntergenData, to discuss the revolutionary impact of...
Latest Research on Trust and Commitment w/ Amy Mullen
AFO|Wealth Management Forward2024-02-19T22:15:52+00:00In this episode, Rory and Julie speak with Amy Mullen, President of Money Quotient, to shed light on the vital...
Women In Investing w/ Inga Rachwald of Charles Schwab
AFO|Wealth Management Forward2024-02-09T19:21:46+00:00In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss...
Using Financial Psychology to Better Connect with Clients – Dr. Emily Koochel
AFO|Wealth Management Forward2024-02-06T16:36:51+00:00In this episode, Rory and Julie speak with Emily Koochel, the head of financial wellness at e-money. Find out how...
Shifting the Conversation with Human First Financial Guidance
AFO|Wealth Management Forward2024-01-26T21:57:36+00:00In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X,...
How to Maximize Efficiency with Global Teams
AFO|Wealth Management Forward2024-01-20T19:55:37+00:00In this episode, Rory sits down with Laurence Whittam, the Managing Director at Impact Global Solutions, a strategic outsourcing advisory...
The AI Hype Cycle, The Power of Relationships, & Mental Health
AFO|Wealth Management Forward2024-01-20T19:08:57+00:00In this episode, Rory speaks with Rafael Casas, formerly of Sage and Oracle, and now a Director at QuickFee, as...
Best of 2023 Part II – Innovative Insights from Accounting Wealth Management and Behavioral Finance Leaders
AFO|Wealth Management Forward2024-01-20T18:53:11+00:00In our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in...