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
Fortune Magazine - The Great Resignation or The Great Reshuffling
Fortune Magazine writer Megan Leonhardt who covers the intersection of policy and finance, joins Rob and Rory in this action-packed current events interview. In this episode, Megan talks about why “The Great Resignation” could be characterized as “The Great Reshuffling” as she discusses what happened with the 4.5 million Americans who walked off the job in November. They discuss the growing inflationary problem, why you shouldn’t buy a car, and how buying veggies can help curb the effects of high prices. Learn why 55% of the people blame the government for the supply chain crunch and why 4.8 million cases of parent worker burnout could have been preventable. Check out this episode to get the latest on the US economy, job market, and much more!
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.
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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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