Winning the Talent Battle
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
5d ago
Rory is joined by former Managing Partner at BDO, current executive leadership coach and CEO Sensei John J. Fenton to talk about culture and how to win the battle for talent. Listen as John talks about why people skills, more than ever, are important for today's leaders. Discover what John says about how firms can create a culture of accountability. Do you want know what separates a good accounting firm from a great one? Do you want to know what John says are the top priorities for accounting firm leaders are in 2023? Find out the answer to these questions and more in this CEO Sensei podcast w ..read more
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Higher Prices, Higher Profits and High Value Clients
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
1w ago
Rory is joined by Loren Fogelmen of Business Success Solution to talk about how to increase your prices and present your value. Learn about Loren's 5 step process to shift your business away from the “dollars-per-hour” model to a value-based model that reduces workload by as much as 50% while doubling revenues. Find out about Loren's good, better, best pricing methodology and how to increase your prices by as much as 3x. Is Starbucks really in the meeting space business? Do you want to know why you should add surge pricing like ,Uber, FedEx and Amazon? Find out the answer to these questions an ..read more
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ChatGPT and AI Implications
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
2w ago
Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter Wen of Tallyfor about ChatGPT and AI. Discover what they say about the history of AI within the profession and how practitioners can utilize the latest AI developments to enhance their efficiency and client outcomes. They also discuss how platforms like ChatGPT will impact Google and other search engines in the marketplace. Find out what they say about AI and the 75 Million Boomers that will retire by 2031 along with over $5 Trillion in business assets. Do you want to know w ..read more
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Kickoff 2023 & Best of 2022 - Part 2
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
3w ago
In part two of our year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen to accounting and wealth management thought leaders talk about sentiment analysis, tax planning, behavioral finance, opportunity zones, AI, advising business owners and much more. Listen to clips from the following guests: Blake Oliver and Warren Pennington Head of Fintech Strategies at Vanguard - Sentiment Analysis Blake Christian CPA HCVT Top 25 Nationally Recognized OZ Influencer - Opportunity Zones Chris Stanley Beach Street Legal - SEC Marketing Rule Jackie Meyer CPA - Tax Planning to S ..read more
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The Best Insights & Inspiration From 2022
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
1M ago
In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and wealth management thought leaders talk about everything from talent to tax loss harvesting to pricing and private equity. Get commentary from the following great guests: Tom Wheelwright CPA - Wealthability Boris Khentov – Betterment Randy Johnston – CPA Practice Advisor Geraldine Carter – Business Strategy for CPAs Aaron Klein – Riskalyze Bob Lewis - The Visionary Group Dr. Sean Stein Smith CPA - Forbes Crypto Contributor Amber Setter CPA – Conscious CPA Clayton Oates ..read more
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Risk Aware - Recession, Deglobalization, Ukraine/Russia War, and FTX
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
1M ago
Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A Demon of Our Own Design, and current Co-Founder of Fabric a platform for risk-aware portfolio design. In this episode, listen as Rick talks about his time at the SEC and U.S. Treasury as he tackled the risk management process and governance for the U.S. financial system post-2008. Find out how Rick is using institutional-level tools to help advisors be more risk aware and do a better job of portfolio design. Do you want to know what "Friendshoring" is? Do you want to know why a "Recession ..read more
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Utilizing AI & Business Intelligence - CAS 2.0
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
1M ago
In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting Services: The Definitive Success Guide. Hitendra discusses the history of CAS, how it has evolved to CAS 2.0, and how accountants are utilizing data intelligence to assist business owners in making better decisions. Discover why Hitendra believes CAS is a team game, and how firms can hire non accounting graduates and train them on processes and numbers. They discuss the network of network effects and why private equity is increasing it's involvement in the accounting ..read more
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Tax Planning to Supercharge Your Business
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
1M ago
Rory Henry speaks with Jackie Meyer, Founder of Concierge Certified Accountant and TaxplanIQ to talk about how to supercharge your firm through tax planning. Listen as Jackie talks about helping firm owners save clients tens of thousands to hundreds of thousands of dollars through her tax planning solution. Discover why firms need to act like Gwyneth Paltrow and have a "Conscious Uncoupling" with clients. Learn why Jackie believes the greatest ROI for firms lies in tax planning and value-based pricing. Do you want to know the best way to break up with clients? Do you want to know what the top ..read more
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CPA & Money Coaching - Advising Women & Forming Strategic Partnerships
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
1M ago
Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Deborah Daniel about how she grew her CPA practice through strategic partnerships and money coaching. Listen as they discuss why the "P" in "CPA" should stand for psychologist and the emotional contract people have with money. Listen as they discuss pain points for wmen clients and ways in which you can help female clients become more confident with money. Do you want the why 39% of women compared to 54% of men are confident in their retirement? Do you want to know why Deborah transformed her CPA Practice via ..read more
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Taking the Capital Pain out of Capital Gains: Opportunity Zone Program
AFO | Wealth Management Forward
by For Entrepreneurs, Financial Advisors & Accountants
2M ago
Rory and Rob speak with Blake Christian of HCVT and Top 25 Nationally Recognized OZ program influencer. Listen as Blake covers the basics of investing in Qualified Opportunity Zones ("QOZs"). Discover how the program allow for deferral of tax on an existing capital gain, potential for for reduction of tax  that gain, and how to earn tax free appreciation on the OZ investment. Find out how investors are "Twinning" by combining other tax incentive programs like Low-Income Housing Tax Credit (LIHTC) projects, New Market Tax Credit (NMTC) projects, Historical Tax Credit (HTC) projects. Find o ..read more
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