IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
AFO WEALTH MANAGEMENT FORWARD PODCAST
Randy Johnston - Host of The Technology Lab on CPA Practice Advisor
Rory and Rob are joined by Randy Johnston, CEO of K2 Enterprises, Co-Founder of Network Management Inc., and Podcast Host of the Technology Lab on CPA Practice Advisor. Listen as they discuss recent advancements in technology, how it’s changing the profession, and what it means to be advisory. Find out how Ben Franklin, George Washington, Thomas Jefferson, and the lessons of the farming revolution can be applied to the world of accounting today. Hear about the latest technologies that can help firms improve the client and team experience. Finally, Randy gives his 2022 predictions in which he touches on inflation, staffing shortages, and the opportunity for people to work fewer hours with greater profitability. Check out this action-packed episode with one of the leading voices in accounting and technology!
DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FIRM ARE YOU?
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.
IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM
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.
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