INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!
INTERVIEWS WITH LEADERS IN ACCOUNTING AND FINTECH!
A podcast about finance, accounting, and technology! Listen to interviews from major publications like the WSJ, Fortune, Forbes, Accounting Today, and AccountingWeb. Gain insights from leading voices in the accounting profession like Randy Johnston, Jody Padar, Geraldine Carter, Donny Shimamoto, and Twyla Verhelst. Discover the secrets to success from CEOs, entrepreneurs, and thought leaders to help you grow both professionally and personally.
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
WSJ: Anti ESG Campaign, Inflation Reduction Act, & Billions in Clean Energy
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall...
Finding your Passion and Mental Health – Randy Crabtree
Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding...
Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips
Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource,...
Human Side of Money – Build Trust and Connection with Clients
Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The Human Side of Money"...
Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about...
Marketing, Technology, & Private Equity in Accounting
Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement...
Will Hill – Leading Through Change
Rory interviews Will Hill from Will Hill consults as he talks about change management, people, and processes. Discover ways to...
Strategies for working with High Net Worth Clients
Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth...
OPPORTUNITY TO DO JOINT MARKETING EFFORTS WITH AFO WEALTH MANAGEMENT FORWARD
WSJ: Anti ESG Campaign, Inflation Reduction Act, & Billions in Clean Energy
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall Street Journal about ESG backlash which is at odds with companies and investors. Listen as they talk about the clean energy provisions and tax incentives associated with the Inflation Reduction...
Finding your Passion and Mental Health – Randy Crabtree
Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding your passion and mental health. In this episode, Randy talks about his battle with mental health and how he is helping bring awareness by letting others know about his struggles....
Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips
Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource, and the benefits of a virtual practice. Listen as Derek explains the core tenets of building a great team and the 3 competing forces of a professional services organization: good...
Human Side of Money – Build Trust and Connection with Clients
Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of "The Human Side of Money" podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age,...
Vanguard Personalized Indexing, ESG, and Tax Loss Harvesting
Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain...
Marketing, Technology, & Private Equity in Accounting
Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement in accounting. In this episode, Dan talks about Digital Transformation and the importance of being intentional when growing your firm. Listen as they discuss ways to better connect with the...
Will Hill – Leading Through Change
Rory interviews Will Hill from Will Hill consults as he talks about change management, people, and processes. Discover ways to communicate change effectively through your company's mission and values. Learn tips on best practices to help guide you through the change management process. Find ways to communicate for the pain...
Strategies for working with High Net Worth Clients
Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth clients. Find out how asset protection and wealth preservation go hand in hand with a client's tax strategy. Listen as Rob and Mark discuss generational wealth transfers and how to...