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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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Best of 2021 Year in Review

Best of 2021 Year in Review
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Rob and Rory provide a year in review with highlights from top guests. Listen to Dr. Sean Stein Smith, Forbes Crypto Contributor, talk blockchain technology and the emergence of NFT’s in April of 2021. Hear from Cody Barbo, CEO of Trust & Will, talk about the importance of Estate Planning and listen to Vanguard Economist Josh Hirt discuss the importance of Holistic advice. Get tips on how to grow your practice from accounting thought leaders Donny Shimamoto, Jody Padar (The Radical CPA), and Blake Oliver, host of the #1 Cloud Accounting Podcast. Listen to clips of guests from leading financial and accounting publications like The Wall Street Journal, Forbes, Accounting Today, and AccountingWeb.com. Check out this action-packed 2021 year in review episode, and don’t forget to subscribe to the podcast to listen to more great guests in 2022.

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Linkedin marketing

LinkedIn: The Power Of The World’s Largest Professional Network
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In this episode, Rory and Rob are joined by Adam Holt, a “recovering” financial planner, thought leader, and founder of Asset-Map. Adam talks about how he used his background in architecture to develop a technology that helps advisors and people better understand their finances through simple visual frameworks. Asset-Map is a resource used by thousands of advisors and more than a million people globally. Learn how Asset-Map utilizes principles from Netflix and Amazon to help advisors suggest and not sell solutions to solve their client’s needs. Discover how advisors are using Asset-Map to assess their client’s financial makeup and how they can deliver advice in a fraction of the time. Asset-Map has proved to be a revolutionary tool for financial advisors. Find out more about Adam’s game-changing platform and how firms can start to harness the power of Asset-Map to grow their business.

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asset map

Asset-Map – Simplified Advice, Netflix, and The Future of Advisory
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In this episode, Rory and Rob are joined by Adam Holt, a “recovering” financial planner, thought leader, and founder of Asset-Map. Adam talks about how he used his background in architecture to develop a technology that helps advisors and people better understand their finances through simple visual frameworks. Asset-Map is a resource used by thousands of advisors and more than a million people globally. Learn how Asset-Map utilizes principles from Netflix and Amazon to help advisors suggest and not sell solutions to solve their client’s needs. Discover how advisors are using Asset-Map to assess their client’s financial makeup and how they can deliver advice in a fraction of the time. Asset-Map has proved to be a revolutionary tool for financial advisors. Find out more about Adam’s game-changing platform and how firms can start to harness the power of Asset-Map to grow their business.

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$100 Billion+ Firms – RIA M&A Market, Private-Equity, and Accounting Firm Opportunity
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Rob and Rory are joined by Charles Paikert, Contributing Writer for Barron’s Advisor and U.S. Correspondent for Family Wealth Report. In this episode, Charles talks about the frenzied M&A activity in the RIA space, which has a tremendous amount of demand and a limited amount of supply. He talks about $500 Million AUM firms getting more than 10X EBITDA with 80% to 90% cash at closing. They also talk about CI Financial’s rapid growth in the US market, where they have bought over 20 firms in a little over 22 months, with over $100 Billion of that being in Wealth Management holdings. Charles discusses the impact that Private Equity is having on M&A activity, citing 70% of deals were PE-backed in the 3rd Quarter in 2021. Learn why Private Equity is so attracted to RIA’s and how accounting firms can leverage this model to increase their enterprise value. Is Private Equity coming after Accounting Firms next? Find out on this engaging and informative podcast!

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Forbes Wealth Management

Forbes Wealth Management
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Rob and Rory are joined by Forbes Wealth Management Staff Writer Jason Bisnoff. In this episode, Jason talks about ESG investing and the problems that have arisen from supply not meeting the growing demand. He also touches on the belief that you have to look at these issues long-term by citing a CNBC report that GM will not be making gas-powered cars in 14 years, which would affect companies like ExxonMobil. Learn about the growing demographical shifts, how Robinhood millionaires are shunning financial advisors, and why some experts believe Millennials could drive a 30-year bull market. Also, you’ll hear their thoughts on ARK Invest’s prediction of a 200 Trillion Dollar innovation market that will come about from AI, Robotics, Energy Storage, and Blockchain. Don’t miss this episode covering Wealth Management, politics, hip hop, Squid Game, and the sports world

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Postseason: Life After Sports

Postseason: Life After Sports
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Rory is joined by Jelani Jenkins, founder of Postseason, and former NFL linebacker of the Miami Dolphins. Postseason is the first comprehensive, holistic online platform for retired athletes tailored to help them find purpose after their professional sporting careers. In this episode, Jelani takes us through his journey of retirement from the sport he loved and eventual self-discovery. He claims and has proved that is it possible to be equally passionate about life after the end of an athlete’s stint in the locker room. Using his application, he is trying to promote this idea and help all athletes rebrand themselves. He talks about how Postseason is all about encouraging a sense of comradery amongst fellow athletes to help with the feeling of isolation that one is hit by after retiring from their respective sport. He also touches on the importance of holistic financial planning and how athletes often suffer from the fear of asking for support. Listen to this episode and find out exactly how Jelani plans on eradicating these systemic problems from the sports that we all dearly love.

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Vanguard - Intergenerational Wealth Transfer

Vanguard – Intergenerational Wealth Transfer
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Rory and Mark are joined by Maria Quinn, a National Speaker and Senior Member of the Thought Leadership team in Vanguard Financial Advisor Services. Maria joined Vanguard in 2013 and has held a variety of roles serving Vanguard’s high-net-worth retail and financial advisor clients. In this podcast, Maria highlights the importance of establishing strong relationships and building trust with the clients and their families (spouse and children) to ensure the protection of assets while minimizing potential tax impacts in intergenerational wealth transfer. She also touches on the pending tax law changes, sharing her advice on what accounting firms can do in preparation. Listen to this podcast and find out what Maria has to say about intergenerational wealth transfer and don’t miss her explanation on how to get over public speaking fears, hint hint “Know thy Content and Know thy Audience.” Don’t miss this informative and engaging episode!

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Importance of a Fiduciary Private Trustee

Importance of a Fiduciary Private Trustee
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Rory and Rob are joined by Univ. Michigan and UCLA Law School Grad Ryan Schumacher, a private, professional trustee and attorney with Lorenz Private Trustees. Learn about the importance of a fiduciary as a person who stands in a special relation of trust, confidence, or responsibility in their obligations to others. In this episode, Ryan discusses the three options people use when using a trustee: 1.) A family member or friend 2.) Bank or trust company and lastly 3.) A professional private fiduciary. He talks about flexibility, operational efficiency, and independence as just a few of the benefits of using a professional private fiduciary. He provides the reasons why accountants, advisors, and attorneys may want to avoid taking on the role of trustee, just as he doesn’t advise people to hire him to be their dentist or plumber. Find out why Ryan decided to stop practicing law to start working for clients as a fiduciary private trustee. If you are an accountant, advisor, or attorney looking for advice on hiring a private trustee, you won’t want to miss this episode.

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Goalsetter

Goalsetter – Getting 1 Million Kids on the Path to Financial Freedom
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In this episode, Rory and Rob are joined by Tanya Van Court, a former ESPN, and Nickelodeon executive and the founder of Goalsetter. Goalsetter is an educational-based financial literacy app that teaches kids and teens finance through games, memes, and pop culture. This episode focuses on Tanya’s passion for teaching children and students of all ages how to invest and how she strives to close the wealth gap in America through her educational-based fintech platform. Tanya begins her discussion by highlighting how 90% of wealthy families lose their wealth by the third generation and asserts that all families should create an environment at home where the children are continuously learning about money. Tanya also discusses how Goalsetter has been working with schools, educational providers, and large corporations to promote early financial education and expose children to the concept of investing in a fun and more child-friendly way. Tanya also speaks on Goalsetter’s partnership with the NBA Players Association to draft kids across America to create Goalsetter accounts and to inspire a million African American and Latino kids to start saving. Listen to hear how Tanya used her background in gamification, multimedia, entertainment, and education and past experiences to create a financial education platform that will teach parents and kids how to better manage their finances.

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Holistiplan: The Importance of Tax Planning

Holistiplan: The Importance of Tax Planning
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Rob and Rory are joined by the Chief Growth Officer of Holistiplan, Chris Fields. Holistiplan is a technology used by thousands of advisors to efficiently and effectively scale their business through tax planning strategies. He is also an author and CEO/founder of the mercy project, a nonprofit organization using sustainability and empowerment to help rescue children out of slavery in Ghana. In this episode, Fields highlights how incorporating holistic wealth management into your firm can deepen your relationship with clients by reassuring them you are making financial decisions in their best interest. He describes how advisors can use Holistiplan’s technology to read tax returns in minutes to create clean and easy-to-read client deliverables. Fields advise listeners to be leaders rather than followers and adopt these tax planning strategies now to ensure you are providing the most comprehensive financial advice for your clients. He also discusses some of the features that Holistiplan has incorporated to ease concerns people have with using their software, such as cyber security, and how these features can make clients more comfortable. This is sure to be an episode you don’t want to miss, especially if you are considering adopting a tax planning strategy for your business.

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Transforming the Accounting Profession

Transforming the Accounting Profession
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Rory and Rob are joined by Donny Shimamoto CPA, CITP, CGMA. He is the Managing Director for IntrapriseTechknowlogies, the Inspiration Architect for The Center for Accounting Transformation, and is the AICPA Chair for the National Conference of Lawyers and CPAs. In this episode, Donny talks about his work helping accountants with technology, business practices, and risk management through the adoption of technology and outsourcing. Find out about the AICPA’s, CPA Horizons Project 2025, and why they decided to remove “accounting services” when describing the profession. Donny also talks about how small and midsize accounting firms were crucial during the pandemic and how they play a vital role in powering the small business economy. Get insights on the flood of Venture back money and its drive towards market acquisition, his thoughts on ESG (Environmental, Social, Governance) Reporting, and why it can be advantageous to choose the safety of people over profit. Learn about the importance of recognizing patterns, as Donny explains the evolution of technology from The Mainframe to Cloud Computing to now Blockchain and AI. Lastly, find out why it’s important to treat technology with a “Glass Half Full” mindset while you surf the technological wave of change. Check out this informative and entertaining can’t miss episode!

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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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Practice Ignition Founder & CEO, Guy Pearson

Practice Ignition Founder & CEO, Guy Pearson
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This episode features Rory with special guest Guy Pearson, the founder, and CEO of Practice Ignition, a technology company focusing on assisting accounting and bookkeeping firms by offering online proposals, automated billing, and other useful managerial tools. Practice Ignition works with over 5000 firms globally, with offices in Australia, New Zealand, UK, the US, and Canada. He touches on the differences in technology and how the US is few years behind their Australian and New Zealand counterparts, from real-time bank data feeds to their online filing system with AGI, which they’ve had since the ’90s. Guy talks about how technology enables firms to segment information to better understand their client base. Though robots are far from having qualitative conversations and identifying exactly what clients need, automated platforms such as Practice Ignition have allowed accounting firms to boost revenue and client satisfaction because of their bundled services. In this episode, Guy also lays out the foundation of what he looks for when deciding whether or not to invest in a company as an angel investor, emphasizing the importance of finding founders who have felt the pain of what they’re trying to solve. What makes an Uber driver more appealing to people than their accountant? Find out in Guy and Rory’s insightful discussion this episode. You can’t miss it!

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Founder of TOA Global

Founder of TOA Global
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In this episode, Rob and Managing Director at Arrowroot Family Office, Mark McCarron, are joined by Nick Sinclair, the founder of TOA Global. TOA Global is an outsourcing business that is 100% dedicated to serving accounting firms. They work with over 600 accounting firms globally, providing them with exceptional, highly-skilled offshore industry professionals at around a 70% cost saving. Nick identifies how communication and the large supply of accountants coming out of university make the Philippines an ideal location for offshoring accountants. He also emphasizes the importance of leadership, proper pay, office culture, and mentorship related to employee retention and attracting talent. With today’s growing influx of VC money from the $50 Million Series B round for startup Vic.ai to the $100 Million Round by Jeff Bezos in Pilot, Nick advises small and midsize accounting firms to “double down on the client experience.” Despite technology’s advancements, accountants will always be needed because clients still desire an expert opinion; therefore, it is imperative to keep the client journey seamless and use technology as an enabler. Nick also touches on key strategies for talent acquisition, the focus on adding value to a client through financial planning, and much more. Don’t miss out on these key insights as well as Nick’s outlook on the future of the profession. Listen to the episode now!

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CRM for Financial Advisors

A Leading Web-Based CRM for Financial Advisors
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In this episode, Rob and Rory speak with the Director of Sales at Redtail Technology, David Mehlhorn. Redtail Technology is a core financial services solution offering thousands of advisors daily assistance with running their businesses. As the first cloud-based CRM for financial advisors, they continue to revolutionize the client-advisor relationship through a robust feature set that integrates with hundreds of industry partners. Mehlhorn provides insight into the onboarding process and emphasizes the importance of repeatable processes that helps establish a great user experience. He also explains how using their technology can enhance a firm’s marketing efforts by getting the right information in front of the right people at the right time. Mehlhorn also discusses the competitive advantage Redtail has over larger CRM platforms since they have specifically tailored their solution for financial advisors and have years of customer feedback to support it. David touches on how redtail integrates with over 20 planning software solutions to help advisors communicate that holistic picture to clients. Whether you are looking to adopt a cloud-based platform for your firm or you simply want to learn more about what Redtail has to offer, this is not an episode you want to miss!

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Vice President of Strategy at Botkeeper and Author of "The Radical CPA" with 700,000 Followers - Wealth Management Forward Podcast

Vice President of Strategy at Botkeeper
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Jody Padar, the Vice President of Strategy at Botkeeper and Author of “The Radical CPA”, joins Rob and Rory in their discussion about how firms can implement technology in their business model. Botkeeper uses artificial intelligence and machine learning to provide bookkeeping and pre-accounting solutions for accounting firms. In this episode, Jody talks about the evolution of the accounting industry and how many firms have included the use of the cloud in their services. She also touches on future predictions for the industry, emphasizing the significant role AI will play in the years to come as a solution for the repetitive, time-consuming work of an accountant. Additionally, Jody adds to the conversation of CPA firms transitioning to and monetizing advisory services. With 700,000 followers on social media, Jody explains the key to branding yourself to get exposure in the competitive marketplace – authenticity. Think you know what the future accounting industry looks like? Could Amazon be selling CPA services soon? Think again as Jody spills all her insights about what to expect in the next five or ten years. Listen now!

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Editorial Manager/US team lead Accountingweb.com
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Rob and Rory are joined by the Editorial Manager/US team lead at AccountingWEB.com, Seth Fineberg. AccountingWEB.com is a premier publication for tax and accounting professionals, offering valuable insight, strategies, trends, and best practices through their publications to assist firms in improving their services. Seth speaks about the greatest challenge faced by accounting firms today, “Relevancy,” and how the growing influence of technology is forcing firms to re-evaluate their value proposition. He also touches on the concerning threats of cybersecurity and what firms can do to protect themselves. As new generations enter the profession, Seth mentions the importance of adapting the old accounting model to a more modern, entrepreneurial one that embraces technology because, as we all know, the pace of change isn’t going to get any slower. He also calls upon the accounting industry to be a true reflection of the country’s demographics as the industry continues to expand. Listen to Seth’s interesting insights in Can’t-Miss Episode!

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