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AFO WEALTH MANAGEMENT FORWARD PODCAST

Profit First - Stephen Hawking, Toothpaste, and How to Quit Smoking

Rory is joined by Ron Saharyan, Co-Founder of Profit First Professionals and Co-Host of the Grow My Accounting Practice Podcast. Learn why the Profit First Methodology has helped over 650,000 businesses globally and how he and the organization are leading the charge to eradicate entrepreneurial poverty. Find out how a small shift in your business model from Sales – Expenses = Profit to Sales – Profit = Expenses can dramatically change your business and life. Discover the power of profit and how you can pay yourself, save for taxes, and have 3-6 months of core capital. Do you want to know what Parkinson’s law, Stephen Hawking, and a tube of toothpaste have to do with running a business? Find out the answer to this and more in this Profit First episode!

Email rory@arrowrootfamilyoffice.com and first 10 professionals will get a Profit First Book!

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FIRM ARE YOU?

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OUR IDENTITY

Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

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ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

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