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
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...
Mindfulness Meditation Practice for Holistic Growth
AFO|Wealth Management Forward2023-08-17T22:13:02+00:00In this podcast episode, Rory engages in an enlightening conversation with Zach Baughan to talk about mindfulness, personal development, and...
Become like Netflix, TikTok & Amazon w/ Advice Engagement
AFO|Wealth Management Forward2023-08-11T16:16:18+00:00In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance,...
Exit Planning & Setting Up Business Owners for Success w/ Christine Nicholson
AFO|Wealth Management Forward2023-08-03T17:37:24+00:00In this episode of the podcast, Rory Henry interviews Christine Nicholson, a multi-award-winning business mentor who specializes in exit and...
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,...