In part two of our year-end review, Rory Henry 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.

Highlights of episodes from the following guests:

Blake Oliver, CPA Oliver and Warren Pennington Head of Fintech Strategies at Vanguard - Sentiment Analysis
Blake E. Christian, CPA/ MBT HCVT Top 25 Nationally Recognized OZ Influencer - Opportunity Zones
Chris Stanley Beach Street Legal - SEC Marketing Rule
Jackie Meyer, CPA, CCA, Doctoral Candidate - Tax Planning to Supercharge Your Business
Dr. Moira Somers International Best Selling Author - Advice that Sticks
Peter Wen Co-Founder Tallyfor - AI and Tax Technology
Will Hill of Will Hill Consults - Leading Through Change
Giles Pearson Co-Founder Accountests - Personality Profiles
Deborah Daniel CPA - Forming Strategic Partnerships
Twyla Verhelst, CPA Verhelst FreshBooks - Authenticity and Content Creation

Strategies for working with High Net Worth Clients

AFO|Wealth Management ForwardBy For Entrepreneurs, Financial Advisors and AccountantsAug 23, 2022