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
The Future of Fintech and Financial Planning
Rob and Rory speak with Ted Denbow, the VP and Head of Sales at Right Capital, an industry-leading financial planning software provider. With over 25 years in the financial services industry, Ted discusses the challenges he observed in the field and how Right Capital seeks to solve them. Ted also explains the innovations that have taken place in the industry over the last decade, the challenges it currently faces, and its future. Ted explores the importance of adjusting strategies to counter the changing tax laws under the Biden administration and how clients can use Right Capital’s resources to meet those needs. He also expounds on the effect of developing technologies like AI and automation on the fintech industry. Ted also covers how Right Capital has cultivated partnerships with other fintech providers like Betterment and Vanilla so advisors can provide their clients with a holistic experience. Lastly, we discuss how firms can take advantage of one of the largest transitions of wealth in history, aka “The Silver Tsunami!”
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.
DOWNLOAD OUR PLAYBOOK
* By signing up, you will also receive occasional email updates.