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

Blockchain, Cryptocurrency

Ep5: Blockchain and Cryptocurrency
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Dr. Sean Stein Smith joins Rob and Rory on AFO|Wealth Management Forward podcast to talk about blockchain, cryptocurrency, the pending IPO of Coinbase, and NFT’s. Dr. Smith is a Professor at Lehman College and Forbes Crypto, contributor. Dr. Smith breaks down how crypto and NFT’s are taxed and the many common issues taxpayers are running into when it comes to reporting and filing taxes. You’ll be interested to hear his answer on if the 60/40 portfolio is dead. You won’t want to miss this informative commentary on all things crypto.

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financial training program

Ep4: Licensing and Compliance
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Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss Licensing and Compliance Basics for accounting firms adopting Holistic Wealth Management. They go over each of the licensing requirements, from outsourcing to partnering to building your own Registered Investment Advisory Firm in house. They touch on easy ways to Get Started and technology innovations in the space that allow you to offer various Holistic Wealth Management Services without needing a license.

Licensing and Compliance Basics

3 Level’s Outsource, Partner, In House RIA Licensing

How to Get Started

Life Insurance and Estate Planning Licensing Requirements

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Investment Advisory​ | AFO wealth management podcast episode 3

EP3: Investment Advisory
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Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss implementing Investment Advisory into your firm. They cover various solutions from outsourcing, partnerships, to building your own Registered Investment Advisory Firm In House. They discuss technological innovations in the space that have solved most of the operational and compliance problems that have prevented firms from adopting this service in the past. Lastly, they provide tips on how to monetize your book of business, as well as easy ways for your firm to GET STARTED.

Investment Advisory and Holistic Wealth Management History of Investment Advisory and “The Fiduciary Standard” Outsource, Partner, In House RIA Technological Innovations Pathway to Estate Planning, Life Insurance, and Financial Planning How to Get Started

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EP2: Estate Planning
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Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss how to implement Estate Planning into your firm. They cover the importance of having an estate plan to avoid the problems of Probate and technological innovations in the space that allow non-attorneys to be able to service clients with Estate Plans.

Estate Planning and Holistic Wealth Management Probate How Firms can Monetize Estate Planning How to Offer the Service If you are not an Attorney Technological Innovations How to Get Started

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Ep1: Holistic Wealth Management
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Arrowroot Family Office CEO Rob Santos and Director Rory Henry introduce Wealth Management Forward and explain how accounting firms can implement a Holistic Wealth Management Strategy to transform the way they do business. They discuss the history of Investment Advisory from the “cliche” historical stockbroker to the current Registered Investment Advisor who is bound by a fiduciary duty. Accounting firms will be able to gain insight on how they can expand their suite of services to grow their business and better serve their clients.

What is Holistic Wealth Management Introduce Services: Financial Planning, Investment Advisory, Estate Planning, and Life Insurance Answer some FAQ’s Overview of Course

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DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

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

ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
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.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

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