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AFO WEALTH MANAGEMENT FORWARD PODCAST

$50M+ Firms, M&A, RIAs, and Private Equity in Accounting
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Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob Lewis, about the latest M&A activity in accounting. In this episode, Bob talks about how we could see more accounting firms being acquired by RIAs as more firms integrate tax planning with wealth management. Listen as Bob discusses how 85% of firms have an unfunded partner buyout and why private equity is getting increasingly involved in the space. Discover why 1 out of 2 firms over $10 million ask Bob to acquire non-accounting practices like software, cybersecurity, and medical consulting companies. Are real estate niches the most profitable? Is exit planning a gateway to greater profitability? Learn the answers to these questions and more with one of the professions leading voices.

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Warren Pennington

Head of Fintech Strategies at Vanguard & Blake Oliver Guest Co-Host – Elon Musk, Twitter, and Future of Fintech
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Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk with Warren Pennington, Head of Fintech Strategies at Vanguard, which manages over $7 Trillion in assets globally. Discover what Warren says about the importance of technology, creating an environment for people to trust, and how Vanguard is continually finding ways to increase savings for the end client. In this episode, Warren discusses some of the latest advancements in disruptive technologies, from Blockchain to Natural Language Processing. Can computers figure out Elon Musk and sarcasm? Is Robinhood really free? Find out the answer to these questions and more in this latest episode with one of Fintech’s leading innovators.

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Profit First – Stephen Hawking, Toothpaste, and How to Quit Smoking
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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!

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Arrowroot Family Office

Bored Ape Yacht Club, Web 3, and NFTs (Nonfungible Tokens)
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Rory is joined by Arrowroot Family Office Partner Michael Knittel and David Spencer of DKS Tax and Consulting as they discuss the latest developments in blockchain, cryptos, and NFTs. In this episode, listen as they discuss the news of Fidelity allowing bitcoin in 401ks, the explosion of NFTs as a crowdfunding source, and the best places to gather information on these emerging technologies. Find out what they say about NFTs like Bored Ape Yacht club and the licensing earnings potential for their owners. Do you want to know why brand-name companies like Nike, Apple, and Amazon are getting involved in the metaverse and why NFTs could be seen as the new AMEX Black Card? Find out the answers to these questions and more in this action-packed episode.

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Accounting One

How Real-Time Data is Changing Public Accounting
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Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once Accounting. Once Accounting is a client integration tool for CPA firms that allows them to manage all of their client’s books in a single location. In this episode, Will discusses how his father Ford Baker built a technology out of the pain points he was experiencing at his own firm and his desire to spend more time with his family. Discover what he says about being part of the AICPA/CPA.com Start-Up Accelerator 2022 program, the implications of real-time data on client services, and his thoughts on how to solve the capacity problem that is plaguing many firms. Don’t miss this episode to learn more about the latest technological advancements in public accounting.

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Dr. Daniel Crosby: Behavioral Finance

Dr. Daniel Crosby: Behavioral Finance
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In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a leading turnkey Asset Management Platform that serves over 2100 Firms. He has a Ph.D. in Psychology from BYU, and he recently co-authored a New York Times Best-Selling Book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management. In this episode, Daniel talks about the 3 E’s that finance professionals need to use when advising clients: Education, Environment, and Encouragement. As advisors, we need to educate our clients, set up the right environments and offer encouragement like personal trainers and nutritionists do. Find out why he believes we are working with an iPhone 1 brain in an iPhone 13 world since it’s been 150,000 to 200,000 years since our brains have been upgraded. We were designed to keep ourselves from scarcity and starvation but live in a world where, at least in the West, more people die of obesity than starvation. Daniel also touches on the importance of making financial decisions when in the right state of mind and uses the Acronym HALT to communicate how people make statistically worse decisions when they are (Hungry, Angry, Lonely, or Tired). Find out how research on criminals in the Norwegian Underworld has shown how people spend, save, and invest their money differently based on how they generate it. Don’t miss out on this exciting episode to learn more about the human condition and how we view and interact with money.

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The Blockchain Accountant

The Blockchain Accountant: Tax Tips & Blockchain Technologies
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Rory and Arrowroot Family Office VP Daniel Casey are joined by The Blockchain Accountant, David Spencer from DKS Tax and Consulting to discuss recent events in blockchain and how to navigate the young but exciting space. They discuss various crypto tax implications, how to maximize income from crypto investments, and the importance of record keeping. The three avoid jargon by utilizing simple analogies in order to allow the everyday person to understand complex blockchain and crypto concepts. Discover diverse ways that crypto is being used like a dividend and how blockchain technology is revolutionizing the way we conduct commerce.

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cryptocurrency and crypto-assets.

Blockchain, Crypto, and the Global US Dollar Reserve Currency Status
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Rory and Arrowroot Family Office VP Daniel Casey are joined by Dr. Sean Stein Smith, Professor at the City University of New York – Lehman College, Forbes Crypto and Blockchain Contributor, and advisor to the Wall Street Blockchain Alliance. In this episode, Dr. Sean discusses the latest in the world of blockchain and the difference between cryptocurrency and crypto-assets. Listen as Dr. Sean talks about NFTs and the impact they are having on the greater ecosystem, as well as the potential of DAOs (Decentralized Autonomous Organizations). Do you want to know to hear what Dr. Sean says about President Biden’s Executive Order? What CPAs and advisors should focus on when talking to clients? And the potential fallout of CBDCs (Central Bank Digital Currencies) from China, the US, and other counties? Find out the answer to these questions and more on this action-packed blockchain and crypto episode!

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Peter Margaritis.

Business Improv – MLK, Steve Jobs, and it’s ok to fail
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Rob and Rory are joined by Peter Magaritis, CPA and Certified Speaking Professional, the author of Off Script: Mastering the Art of Business Improv. In this episode, Peter discusses how you can apply the 3 main tenets of improv: Honesty, Trust, and Support to help you communicate better with your team and clients. Discover the power of active listening and how the willingness to be changed by another person’s thoughts can significantly improve your connection with people. Did MLK improvise his “I Have a Dream” speech? Why was Steve Jobs such a good speaker? You can find out the answers to these questions and more in this fast-paced, educational, and fun-natured episode with CPA turned Improvisor Peter Margaritis.

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Geraldine Carter

Why Software and Wealth Management Models are the Future of Accounting
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Rob and Rory are joined by Geraldine Carter, business coach and host of the leading podcast “Business Strategy for CPAs,” as they discuss how firms can transition to a more efficient recurring revenue subscription model. Listen as they talk about the importance of looking at the lifetime value of clients, how firms should communicate value in their messaging, and the importance of investing in sales and marketing. Want to know how accounting firms can leverage the business models of Netflix, Amazon, and Adobe to become vastly more profitable? Well, find out the answer to this question and more in this latest episode with the business coach for CPAs.

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Totally Booked & Totally SEO - Growing your Practice

Totally Booked & Totally SEO – Growing your Practice
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Rory is joined by Kelly Gonsalves, Founder of Totally Booked and Totally SEO, who is also an Insightful Accountant Top 10 ProAdvisor. Kelly discusses her journey and how she was able to leverage the power of digital marketing to grow multiple successful businesses. Learn about ways to optimize your website so search engines will pick it up and hear why she considers blogs the meat and potatoes of SEO. Discover what Kelly says about selling with empathy as she provides some simple methods on how accountants can better connect with clients. Why is it essential to find out what a person is into, where they want to go, and how they want to grow? Find out the answers to these questions and more in this Totally Booked Totally SEO episode with one of the accounting profession’s brightest stars!

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International Best Selling Author Dr. Moira Somers

International Best Selling Author Dr. Moira Somers – Advice That Sticks
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Rory and Managing Director Diane Young are joined by psychologist, family wealth consultant, and executive coach Dr. Moira Somers who is the behavioral strategist at Knudge (a FinTech company dedicated to improving follow-through on financial advice), as well as the founder of consulting company Money, Mind and Meaning. In this episode, find out the answer to these two questions: why is it hard for people to do the right things for their well-being? And what can be done to make meaningful changes in their behavior? Listen as they talk about one of the most dangerous assumptions an advisor can make when dealing with a client and how you can get advice to stick using the acronym F.A.C.T.S. Check out this episode to learn more about human psychology when it comes to money and meaning!

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LevelFields

Level Fields CEO – Event-Driven Analytics: Gamestop, Jeff Bezos, and Crypto Adoption
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Rory and Rob are joined by Andrew Einhorn, CEO and Co-Founder of Level Fields. Andrew has worked with Fortune 500 companies and governments across the world via his cutting-edge data analytics and intelligence solutions. His latest endeavor with Level Fields incorporates an AI-driven fintech application that automates investment research in order to formulate event-driven analytics. Users receive insights into the most crucial market disturbances like cyber breaches, train derailments, product launches, and earnings announcements in order to make more informed investment decisions. Hedge fund managers already rave over the hundreds of hours worth of research saved with Level Fields’ market insights just “two clicks” away. With event-driven analytics quickly gaining traction, Andrew shares how the biggest market news headlines have revealed 10-25% gains upon their announcements, with a few reaching 100% within a week. We discuss Gamestop’s anomalous rise and fall, and we touch on how Level Fields would respond when someone like Jeff Bezos stepped down. With 25 unique scenario-based platforms – and 70 more on the way – find out how event-driven analytics with Level Fields can bring a new perspective to the way you and your business approach investing.

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CEO of Riskalyze

CEO of Riskalyze – Technology, Risk, & Stock Market Crashes
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Rory Henry and Rob Santos are joined by Aaron Klein, Co-Founder, and CEO of Riskalyze, a leading risk assessment platform that serves tens of thousands of financial advisors. In this episode, learn why information and confirmation bias can profoundly affect how people make decisions about risk. Find out why over the last 25 years, markets very rarely hit their averages and how advisors can use a 95% historical 6-month analytic to help clients make better short-term decisions. Also, listen to what Aaron says about the 2000 Market Crash, 2008 Financial Crisis, and 2020 Pandemic and what advisors can do to build client confidence during these times. Are deeper and richer workflow integrations the future of Fintech? Do you want to know two simple questions to gauge someone’s honest thoughts and feelings on the market? Find out the answers to these questions and more in this action-packed episode with one of Fintech’s leading voices.

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Betterment

Betterment: ESG & Socially Responsible Investing
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In this ESG investing episode, Rory and Rob are joined by Boris Khentov, the SVP of Operations and Sustainability at Betterment and a fintech advisory committee member at FINRA. Listen as they dissect the history and usage of various terms, from ESG to Socially Responsible Investing. Learn about the rapid growth of socially responsible investing and how investors, now more than ever, can directly alter the course of business activities via shareholder rights. Find out why the SEC is starting to formulate new rules, as more than $50 billion flowed into ESG funds alone in 2020, and how the Big 4 accounting firms will be certifying reports sooner rather than later. Listen to this episode to find out how to invest in companies that empower minorities, female-led companies, and ones that are creating meaningful change. Lastly, Boris talks about his background as a tax lawyer and how Betterment’s tax-loss harvesting and tax-coordinated portfolios technology can help generate higher expected long-term returns. Check out this latest episode to learn more about ESG and socially responsible investing.

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The Importance of ESG

Donny Shimamoto The Importance of ESG
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Rory and Managing Director Mark McCarron are joined by Donny Shimamoto, CPA, CITP, CGMA to talk about ESG (Environmental, Social, and Governance) and ESG reporting. Donny is the Managing Director for Intraprise Techknowlogies, he leads The Center for Accounting Transformation and is the AICPA Chair for the National Conference of Lawyers and CPAs. In this episode, Donny explains what ESG is, why it is here, and the various ways it is being reported. Also, find out why it’s essential for organizations to be good citizens and how we, as investors, employees, and consumers, can help drive companies to make meaningful change. Hear Donny’s thoughts on how a new generation of employees are less concerned about money and more about making a positive impact in the world. Listen as they discuss topics like ExxonMobil, the harmful effects of Blockchain on the environment, and the importance of Cybersecurity in our ever-evolving digital world. Don’t miss out on this episode to learn more about all things ESG.

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15 Total number of plays Randy Johnston - Host of The Technology Lab on CPA Practice Advisor

Randy Johnston – Host of The Technology Lab on CPA Practice Advisor
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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!

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High Rock Accounting - CPA World Domination

High Rock Accounting – CPA World Domination
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Rob and Rory are joined by Rachel Fisch, former National Bookkeeping lead at Deloitte and now Chief Global Development Officer for High Rock Accounting as they discuss the latest developments in the accounting profession. Learn why Rachel believes in the power of social media and how to utilize it to network and form deeper connections. Find out reasons why High Rock Accounting has been able to achieve, on average a 60% growth rate year over year for the last 8 years. Rachel also provides insight into company culture and the importance of humans, not technology, in providing a great customer experience. Lastly, get Rachel’s thoughts on M&A activity, Private Equity’s Involvement in accounting, and High Rock’s plans for CPA World Domination!

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The Great Resignation or The Great Reshuffling

The Great Resignation or The Great Reshuffling
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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!

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The Blockchain Accountant

The Blockchain Accountant
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Rory and Managing Director Mark McCarron are joined by “The Blockchain Accountant” David Spencer, CPA and Certified Smart Contract Developer, the founder of DKS Tax and Consulting. Listen to this episode to learn more about cryptocurrency, NFT’s, and advancements in the Metaverse. Find out why David believes the key to mass adoption lies in the Warren Buffet principle of “People invest in what they understand.” Also, get detailed breakdowns of what the IRS considers a taxable event as the guys discuss Crypto and NFT transactions and their associated Gas Fees. See Find out why more and more major corporations like Apple, Nike, Ray-Ban are getting involved in the Metaverse and how they are helping drive its rapid development. If you are interested in learning more about these emerging technologies, check out this can’t miss an episode with “The Blockchain Accountant.”

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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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