We conduct interviews with leaders in accounting, wealth management, and fintech!
Financial Therapy for Couples w/ Nathan Astle
AFO|Wealth Management Forward2024-03-28T18:21:19+00:00In this episode, Rory talks with Nathan Astle, Founder of the Financial Therapy Clinical Institute, about the importance of healthy communication for couples regarding money. Discover ways to establish emotional safety and trust with your partner to foster a healthier and happier relationship. Nathan shares insights on the importance of creating a culture of financial openness, as well as the...
Recent Podcasts
Family Office Level of Care w/ Wealth.com Co-Founder Danny Lohrfink
AFO|Wealth Management Forward2023-10-20T22:36:27+00:00In this episode, Rory and guest co-host Julie Johnson interview Danny Lohrfink, co-founder and chief product officer at wealth.com , as...
The Experience Economy w/ Dennis Moseley-Williams
AFO|Wealth Management Forward2023-10-06T21:23:59+00:00In our latest episode, Rory interviews keynote speaker and customer experience thought leader Dennis Mosley-Williams, the founder of Dennis Moseley-Williams...
Tax Titans and the Amazonization of Accounting
AFO|Wealth Management Forward2023-09-29T17:10:04+00:00In this engaging episode, Rory is joined by Al Blakeborough, a military veteran and Olympic fencer who founded Tax Titans,...
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...
Value of an Advisor and Behavioral Coaching w/ Vanguard’s Michael DiJoseph
AFO|Wealth Management Forward2023-09-14T16:16:21+00:00In this episode, Rory speaks with Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, as they...
Best Life Plan: Transformational Values-Based Advice
AFO|Wealth Management Forward2023-09-11T15:42:55+00:00In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform...
Shaping the Future of Accounting: Unleash Your McKinsey/Bain Potential
AFO|Wealth Management Forward2023-08-31T22:21:58+00:00In our latest episode, Rory speaks with Alex Loewenstein, General Manager of Paro.ai, diving deep into the evolving dynamics of...
BDO ESOP, Incentivizing Employees & Pipeline Building w/ Ed Warren
AFO|Wealth Management Forward2023-08-24T14:44:43+00:00In this latest episode, Rory engages with Ed Warren to talk about the latest events in accounting and how they...