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AFO|Wealth Management Forward

AFO|Wealth Management Forward

By For Entrepreneurs, Financial Advisors and Accountants

A podcast for CPAs and Financial Advisors who are looking to grow their practice through adopting holistic wealth management services, with an emphasis on enhancing clients' well-being through a human-first approach to financial guidance. In our episodes, we engage with leading experts from the fields of technology, accounting, wealth management, and behavioral finance, delivering practical insights to help you grow both personally and professionally. We go beyond traditional finance, focusing instead on helping you foster deeper connections with your colleagues, clients, and with yourself.
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Risk Aware - Recession, Deglobalization, Ukraine/Russia War, and FTX

AFO|Wealth Management ForwardDec 20, 2022

00:00
43:57
Financial Therapy for Couples w/ Nathan Astle

Financial Therapy for Couples w/ Nathan Astle

In this episode, Rory talks with Nathan Astle, Founder of the Financial Therapy Clinical Institute, about the importance of healthy communication for couples regarding money. Discover ways to establish emotional safety and trust with your partner to foster a healthier and happier relationship. Nathan shares insights on the importance of creating a culture of financial openness, as well as the pitfalls of financial infidelity. Learn how understanding personal and shared financial responsibilities plays a vital role in how we show up in a relationship. Find out best practices for helping clients uncover their money stories and the yours, mine, and ours strategy for couples. Do you want to know the various ways partners exhibit financial infidelity? Are you looking for ways to better communicate with your partner about money? Find out the answers to these questions and more on this Financial Therapy for Couples episode with Certified Financial Therapist Nate Astle.

Mar 28, 202428:10
People First Ecosystem w/ David Wolfskehl

People First Ecosystem w/ David Wolfskehl

In this episode, Rory talks with David Wolfskehl, CEO and Co-Founder of C-Suite Impact, about the importance of a people-first approach in business. Discover how David's entrepreneurial journey and partnership with Phil Whitman catalyzed the formation of C-Suite Impact and how they are helping firms through growth, performance and succession. Learn about the transformative shift in the M&A landscape and the increased involvement of strategic players like family offices and private equity firms. Listen as they explore the significance of nurturing relationships and building a conducive environment for team members to thrive using a people-first philosophy. Are you curious about how a people-first mindset can revolutionize your business approach? Do you want to understand the dynamic changes in the M&A space and how they can impact your firm? Dive into this episode to find the answers to these questions and more in this People First Ecosystem episode with David Wolfskhel.

Mar 20, 202422:17
How to Create a Customer Value Journey w/ Kenny Harper

How to Create a Customer Value Journey w/ Kenny Harper

In this episode, Rory welcomes Kenny Harper, strategist and co-founder of Growth Amplifiers, to discuss ways in which firms can drive business growth through a holistic sales and marketing process. Kenny shares his journey from working with leading global brands to partnering with small business owners and their teams. Listen as they talk about how to align marketing efforts with core values to help accelerate growth. Discover Kenny's unique approach to transforming businesses by enhancing their marketing and sales efforts through what he calls "Value Journey Optimization." Learn the best practices to attract and retain customers by turning them into loyal advocates for your brand. Are you curious about how to optimize your marketing campaigns for peak performance or how to turn client relationships into a powerful growth engine? Do you want to know the best way to document your client journey process? Find out the answer to these questions and more with actionable advice to amplify your business with Kenny Harper!

Mar 14, 202429:58
Grow Your Business Via Online Reviews w/ Whit Lanier

Grow Your Business Via Online Reviews w/ Whit Lanier

In this episode, Rory speaks with Whit Lanier, CEO of Amplify Reviews, about how advisors are leveraging the power of online reviews to grow their practice. Discover Whit's journey from building and selling his medical review tech company and the lessons he learned that have helped him develop the current platform. Uncover best practices for effectively leveraging testimonials and understand how Amplify Reviews is reshaping the way financial advisors utilize client feedback in a way that is compliant with the new SEC marketing rule. Are you curious about enhancing your practice's visibility and credibility through online reviews? Do you want to grasp the best practices for requesting and managing client reviews in a compliant manner? Find out the answers to these questions and more in this insightful episode with Whit Lanier.

Mar 06, 202428:43
Financial Behavior: From the CIA to the College Classroom w/ Dr. Mary Bell Carlson

Financial Behavior: From the CIA to the College Classroom w/ Dr. Mary Bell Carlson

In this episode, Rory and Julie speak with Dr. Mary Bell Carlson, President of the Financial Keynote Behavior Group, to talk about taking evidence-based research and putting it into practical application. Discover how Dr. Carlson bridges the gap between academia and real-world financial planning through financial behavior insights. Listen as Dr. Carlson talks about her experience working in Washington and how she went about counseling individuals holding top-secret security clearances at the Pentagon and CIA. Find out how to create a safe space for clients using a framework of acceptance, relating, and connecting. Listen as Dr. Carlson discusses ways in which we can attract more people of diverse backgrounds into the profession and ways we can improve the attrition that is leading people to leave. Do you want to know how to set up in-person or virtual meetings to reduce a client's stress level? Do you want to know why Dr. Mary Bell asks clients, "What does money smell like to you"? Find out the answer to these questions and more on this Financial Behavior episode with Dr. Mary Bell Carlson.

Feb 28, 202458:15
Predicting Health and Wealth Using AI and Machine Learning w/ Robert Kirk

Predicting Health and Wealth Using AI and Machine Learning w/ Robert Kirk

In our latest episode, Rory engages with Robert Kirk, founder and CEO of IntergenData, to discuss the revolutionary impact of AI and machine learning on financial services. Discover how Robert and IntergenData are using AI to predict significant life events, empowering financial advisors to provide guidance on clients' healthcare, insurance, and financial planning needs. Learn about ways in which they are using AI to gain insight into people’s predisposition to certain diseases like cancer and Alzheimer's. Robert highlights the data behind peak earnings ages and the impact a person’s marital status on longevity, showcasing the depth of analysis possible when using billions of data points. Find out ways to transform your advisor-client relationships by providing personalized and timely advice to help clients plan for their future. Do you want to know how AI is reshaping the landscape of financial services? Are you interested in learning what choices can lead to longer lifespans? Find out the answers to these questions and more with financial services veteran Robert Kirk.

Feb 22, 202444:01
Latest Research on Trust and Commitment w/ Amy Mullen

Latest Research on Trust and Commitment w/ Amy Mullen

In this episode, Rory and Julie speak with Amy Mullen, President of Money Quotient, to shed light on the vital role that personal values and life experiences play in financial planning. Amy discusses the results of a recent study conducted in collaboration with the Financial Planning Association, titled 'Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.' The study reveals a significant gap between what advisors think they are providing and what their clients actually feel they are receiving. Discover how the pandemic and global events have shifted clients' perspectives, priorities, and values, underscoring the importance of ongoing discovery in a client-advisor relationship. Are you intrigued to find out how your early childhood money stories can influence your current decisions? Curious about how to execute a values-based planning exercise? Tune in to uncover these insights and more with Amy Mullen!

Feb 14, 202449:41
Women In Investing w/ Inga Rachwald of Charles Schwab

Women In Investing w/ Inga Rachwald of Charles Schwab

In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss women in investing. Discover why women tend to view investing more as a life skill rather than a competition, and the potential benefits of their generally more risk-averse nature. Explore how employing a holistic approach, by uncovering a client's values and life goals, can more effectively engage women in financial planning conversations. Uncover practical tips for onboarding women clients, ranging from communication preferences to ensuring both partners in a couple are equally involved in the decision-making process. Interested in recognizing and overcoming unconscious biases when working with women, or in fostering open and reciprocal dialogue? Find out the answers to these questions and more with insights from Inga Rachwald of Charles Schwab!

Feb 08, 202441:05
Using Financial Psychology to Better Connect with Clients - Dr. Emily Koochel

Using Financial Psychology to Better Connect with Clients - Dr. Emily Koochel

In this episode, Rory and Julie speak with Dr. Emily Koochel, the Head of Financial Wellness at eMoney. Listen as they discuss how to help clients use intrinsic motivation to increase the likelihood of success in reaching their goals. Discover ways to use solution-focused therapy to help clients identify their strengths andovercome new challenges. Learn more about eMoney's latest study on financial psychology actions and the top 5 most impactful for clients. Find out about the latest in the evolving world of financial planning and psychology with tips on increasing client engagement and well-being. Curious about how to initiate meaningful financial wellness conversations? Interested in understanding the link between personal well-being and financial health? Tune in for enlightening insights with Financial Psychology Thought Leader Dr. Emily Koochel!

Jan 31, 202444:15
Shifting the Conversation with Human First Financial Guidance

Shifting the Conversation with Human First Financial Guidance

In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X, as they delve into the concept of human-first financial guidance and the art of connecting deeply with clients. Discover how Ross's unique methodology, which involves a series of insightful questions, helps to uncover clients' true financial and personal aspirations. Learn about Ross's journey and personal experiences that shaped his approach to financial planning, emphasizing a shift from traditional financial planning to understanding the human behind the numbers. Listen as they discuss the unpredictability of life's journey, noting how clients' situations and desires can drastically evolve over the years, underscoring the importance of adapting financial plans to life's ever-changing circumstances. Do you want to know a simple four-question process to help clients open up about their thoughts and feelings? Are you interested in learning how to conduct a human-first financial guidance meeting with current clients? Find out the answers to these questions and more with Ross Marino!

Jan 25, 202447:04
How to Maximize Efficiency with Global Teams

How to Maximize Efficiency with Global Teams

In this episode, Rory sits down with Laurence Whittam, the Managing Director at Impact Global Solutions, a strategic outsourcing advisory firm. Discover how Laurence is helping firms maximize efficiency through global teams. Listen as they discuss the staffing shortage challenges CPA firms face and how these firms are tackling the problem through the increased adoption of outsourcing. Learn about best practices for embracing alternative staffing solutions, both domestically and internationally and hear about the latest trends in M&A activity in the accounting profession. Find out why it's vital to take a strategic approach and understand the need for internal change management and comprehensive communication strategies. Are you curious about how top CPA firms are integrating global teams into a firm-wide culture? Interested in the future of outsourcing and offshoring in the accounting profession? Find out the answers to these questions and more with leading global teams advisor Laurence Whittam.

Jan 18, 202431:30
The AI Hype Cycle, The Power of Relationships, & Mental Health

The AI Hype Cycle, The Power of Relationships, & Mental Health

In this episode, Rory speaks with Rafael Casas, formerly of Sage and Oracle, and now a Director at QuickFee, as they discuss the evolving world of AI, the importance of relationships, and strategies for avoiding burnout. Discover Rafael's perspective on the latest AI developments and approaches for adopting this impactful technology. Hear about Rafael's personal encounter with a health scare and professional burnout, and learn the valuable lessons he learned in balancing work and life. Discover ways in which you can embrace technology while preserving the essential human element in your work. Are you curious to find out how technology companies are using F.U.D. (Fear, Uncertainty, & Doubt) to fuel the latest AI hype cycle? Do you want to find out what McKinsey said in their 2023 Gen AI research? Find out the answers to these questions and more in this informative episode with Rafael Casas.

Jan 11, 202436:27
Innovative Insights from Accounting, Wealth Management and Behavioral Finance Leaders

Innovative Insights from Accounting, Wealth Management and Behavioral Finance Leaders

In our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in accounting, wealth, and behavioral finance. The episode features a look into vulnerability and leadership with keynote speaker Amy Vetter and Intergenerational and Gender Communication specialist Julie Johnson. Listen as folks like Jody Padar, "The Radical CPA," talk about how AI is revolutionizing professional services. Discover why attorney and legacy planner Matthew McClintock thinks there is potential for a dawn of a new era in Bitcoin. You'll hear John Fenton discuss the power of discovering your "Why" to better connect with colleagues and clients. Hear from Dr. Kristy Archuleta discuss how we can use a more holistic approach when working with clients and why the "Sassy Septuagenarian," Keena Pettijohn believes we can all become more Sympathetic, Memorable, and Empathetic. Join us as we revisit the most impactful episodes of 2023.

Jan 04, 202429:16
Best of 2023 - Part I

Best of 2023 - Part I

In this year-end special, Rory brings you the most enlightening moments from 2023's AFO Wealth Management Forward podcast episodes. Dive into a compilation that spans a range of topics, from innovative subscription models in professional services with Ron Baker to the profound impacts of financial psychology with Dr. Preston Cherry. Discover the transformative power of aligning investments with personal values in impact investing with Toussaint Bailey and explore the cutting-edge intersection of technology and estate planning with Danny Lohrfink. Revisit the strategic insights on decision-making in unpredictable financial markets with Michael DiJoseph and the importance of emotional intelligence in financial decision-making from Doug Lennick. Find out why a majority of Americans should wait to file for Social Security with Philipp Hecker and the visionary approach to creating memorable experiences in the experience economy with Dennis Mosley Williams. Join us as we revisit these top moments in Part I of our Best of 2023 year in review.

Dec 28, 202338:24
Bridging Generations: Dr. Preston Cherry's Strategy on Balancing Wealth and Well-Being

Bridging Generations: Dr. Preston Cherry's Strategy on Balancing Wealth and Well-Being

In this engaging episode, Rory sits down with Dr. Preston Cherry, Founder of Concurrent Planning and Co-Founder of Practice Intel. Listen as they dive into the evolving world of financial advice for Generation X, addressing the unique set of challenges this demographic faces, such as balancing student loan repayments with retirement planning. Dr. Cherry shares the findings of a new study that aimed to understand how one's personality makeup influences their participation in employer sponsored plans. Learn about Dr. Cherry's work at the University of Wisconsin Green Bay’s Center for Financial Wellness, and ways in which they are helping develop the next generation of students. The episode explores the work being done in financial therapy, and ways we can enhance client relationships and overall well-being by addressing the emotional and psychological aspects our financial decisions. Are you interested in discovering how financial habits and attitudes change across life stages? Want to learn about an emotional H.S.A. (Honest Self Audit)? Find out the answers to these questions and more with Dr. Preston Cherry!

Dec 20, 202352:19
Sassy Septuagenarian - Blending Technology and Empathy

Sassy Septuagenarian - Blending Technology and Empathy

In this episode, Rory along with guest co-host Julie Johnson, speaks with Keena Pettijohn, a pioneer with experience in FinTech, Insurtech, and Age Tech Solutions. They discuss how financial professionals can assist people in living more fulfilling lives, highlighting ways to work with clients in their 70s and 80s. Keena introduces the concept of S.M.E. - Sympathy, Meaning, Empathy - as a method for advisors to deepen client relationships. She shares her unique approach to longevity planning, highlighting the seven essential components that intertwine financial health with overall well-being. Discover how Keena uses storytelling and personal narratives to foster genuine connections, and learn about the transformational role of vulnerability in building meaningful relationships. Are you curious to find out how you can help those retirees who may be suffering silently in loneliness? Do you want to learn how you can craft your personal story? Find out the answers to these questions and more with the Sassy Septuagenarian Keena Pettijohn!

Dec 14, 202343:50
Economic Way of Thinking w/ Susan Doty Univ. of Texas at Tyler

Economic Way of Thinking w/ Susan Doty Univ. of Texas at Tyler

In this episode, Rory and guest co-host Julie Johnson speak with Susan Doty, founding director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler. Listen as Susan breaks down her 'Economic Way of Thinking,' highlighting why everything we value is scarce, why we can't have it all, and how this means we have to make choices. Learn about Susan's "First Responder Finance" course, that provides finance and economics education for social workers and criminal justice majors. Learn about the Gen Z trend of "soft saving" and how the younger generation is prioritizing life experiences over traditional long-term retirement savings. Curious about how we can start to have the financial literacy conversation with kids at a younger age? Are you interested in the learning education, social work, criminal justice, and traditional finance? Do you want to know ways you can get involved in P-20 education to improve financial literacy in our education system? Find out the answers to these questions and more with Professor Susan Doty!

Dec 07, 202337:48
Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning

Dawn of a New Era: Spot Bitcoin ETF & Legacy Planning

In this episode, Rory Henry is joined by guest co-host Crystal Wampler to interview Matt McClintock, co-founder of Evergreen Legacy Planning and the Bespoke Group. They discuss the latest developments in the world of bitcoin and the complexities of estate planning with digital assets. Matt delves into how his firm helps clients navigate this emerging field, explaining the role of Private Trust Companies and the use of various domestic and international jurisdictions in the process. Discover the challenges and opportunities in estate planning for cryptocurrencies and other digital assets, and learn how professionals like Matt are reshaping traditional practices to accommodate the digital era. Listen as they discuss the potential impact of Spot Bitcoin ETFs and the upcoming Bitcoin Halving on the market. Are you curious about integrating digital assets into an estate plan? Wondering how to provide effective guidance to clients who have rapidly accumulated wealth? Find out the answers to these questions and more in this insightful episode with Evergreen Legacy Founder Matt McClintock.

Nov 30, 202342:57
Sam Altman OpenAI News, Hybrid Work & The Future of Advisory

Sam Altman OpenAI News, Hybrid Work & The Future of Advisory

In this episode, Rory sits down with Dave Hartley, Partner in Charge of Advisory at Anders CPAs + Advisors, to discuss the transformative effects of AI in the CPA profession. Discover their insights on the major news story involving Sam Altman and OpenAI, as they reflect on a tumultuous weekend in the AI world. Learn about the critical balance between embracing cutting-edge technological solutions and preserving the indispensable human element in meeting the unique needs of clients. Listen as they discuss the CPA pipeline issue, the profession's image problem, and ways to make accounting careers more attractive to new entrants. Dave discusses changes to the traditional partnership structure and how firms are embracing long-term strategies through alternative funding models and innovative acquisition strategies. Are you curious about the future impact of technology on accounting practices? Interested in tips for enhancing culture in remote and hybrid work environments? Tune in to this enlightening AI-focused episode with Dave Hartley to find out more!

Nov 22, 202334:54
Merging Healthcare and Financial Planning w/ Christine Simone

Merging Healthcare and Financial Planning w/ Christine Simone

In this episode, Rory Henry and guest co-host Julie Johnson introduce Christine Simone, CEO of Caribou Wealth, whose innovative platform is revolutionizing how advisors manage healthcare costs for their clients. Discover the critical intersection of healthcare and financial planning and learn how to make a significant impact in an area of growing concern for Americans: the rising costs of healthcare. Uncover why only 14% of Americans can accurately define basic healthcare insurance terms, underscoring the urgent need for improved healthcare financial literacy. Gain insights from Christine on the importance of proactive planning, especially as she highlights that the average retirement age in most states is between 61 to 63, earlier than Medicare eligibility. Are you prepared to integrate essential healthcare planning into your financial advice? Are you interested in supporting more female tech founders in the venture capital world? Get the answers to these questions and more in this enlightening Healthcare Planning episode with fintech innovator Christine Simone!

Nov 16, 202338:23
What’s Your “And” - People Centric Leadership w/ John Garrett

What’s Your “And” - People Centric Leadership w/ John Garrett

In this episode, Rory interviews John Garrett, a people-centric leadership speaker, about how individuals can embrace their personal interests and hobbies in the workplace. Discover how a former CPA turned stand-up comedian and Emmy-nominated writer found his passion in spreading the What's Your “And" concept to help organizations increase employee engagement and well-being. Explore the significant impact that just 45 seconds of genuine human interaction can have on a person's day. They also discuss the challenges individuals face, especially those in high-powered positions, as they transition into retirement, emphasizing the importance of nurturing personal interests to maintain a fulfilling life beyond work. Learn practical strategies to foster human connections in remote and hybrid work environments. Are you curious why only 15% of success is attributed to technical skills? Do you want to know how to incorporate "What's Your And" into your workplace culture? Find out the answers to these questions and more in this inspiring episode with John Garrett.


Nov 11, 202342:06
How to Plan for Life Events and Age Based Milestones w/ Philipp Hecker

How to Plan for Life Events and Age Based Milestones w/ Philipp Hecker

In this episode Rory interviews Phillipp Hecker, the CEO of Bento Engine, a platform that provides personalized advice based on life events and age-based milestones. Discover how to better connect with and serve the next generation, as studies show that teenagers and their parents are seeking more help in this area. Philipp discusses his Children and Wealth program, which provides age-appropriate guidance and activities to help children learn about money from a young age. They also highlight a study by the Federal Reserve of Atlanta, which reveals that while 90% of American workers may want to wait to file for Social Security benefits, but only 10% actually do. Learn about the importance of assisting clients through life events, some predictable like marriage or moving, and others that are unexpected, such as sudden family death or a financial windfall. Do you want to find out how to scale moments that matter? Are you interested in learning more about the growing category of Advice Engagement in the Fintech ecosystem? Find out the answer to these questions and more on this advice beyond investing episode with Philipp Hecker of Bento Engine.

Nov 02, 202334:07
Impact Investing w/ Toussaint Bailey

Impact Investing w/ Toussaint Bailey

In this episode, Rory is joined again by guest co-host Julie Johnson to discuss the world of impact investing with special guest Toussaint Bailey, the CEO of Uplifting Capital. They dive into the role of values-based investing in both public and private markets, highlighting the growing demand for aligning investments with personal values. Toussaint shares his journey and the inspiration behind starting Uplifting Capital, emphasizing the importance of purpose and fulfillment in investment decisions. Discover why there is an increased focus and shift for families, foundations, and institutions to incorporate mission-aligned investing into their portfolios. Find out the process behind identifying impact companies and why Toussaint uses a 3 bucket breakdown of People, Planet, and Economy. Are you looking to find out more about how to make an impact as an investor? Are you looking for a greater Return on Fulfillment? Don’t miss this Impact Investing episode with Toussaint Baily of Uplifting Capital!

Oct 26, 202345:33
 The Anti-CPA Firm w/ Chase Birky of Dark Horse CPAs

The Anti-CPA Firm w/ Chase Birky of Dark Horse CPAs

In this episode, Rory interviews Chase Birky, the CEO and co-founder of Dark Horse CPAs, to discuss the changing nature of the accounting profession. Discover how Chase is challenging the traditional accounting firm model and why he is on a mission to revolutionize public accounting. Chase shares insights into their unique approach as the "anti CPA firm" and how he motivates employees through a distinctive culture and ownership incentives. Listen as Chase explores the advantages and disadvantages of structuring Dark Horse as a corporation and a CPA firm. Find out the benefits of integrating accounting and wealth management to become the Global CFO in your clients' business and personal lives. Listen as they discuss the role of private equity in the accounting profession and various alternative practice structures that firms are creating. Are you curious about ways in which we can solve the CPA pipeline problem? Want to learn how to create better employment experiences to attract and retain top talent? Find the answers to these questions and more in this Dark Horse CPA episode with Chase Birky.


Oct 19, 202334:30
Family Office Level of Care w/ Wealth.com Co-Founder Danny Lohrfink

Family Office Level of Care w/ Wealth.com Co-Founder Danny Lohrfink

In this episode, Rory and guest co-host Julie Johnson interview Danny Lohrfink, co-founder and chief product officer at ⁠wealth.com ⁠, as they discuss the innovative technology that is modernizing the estate planning process. Danny shares how their platform facilitates the creation and ongoing optimization of estate plans, providing a frictionless experience for advisors and their clients. They also discuss the importance of holistic financial planning, including tax and estate planning, and how ⁠wealth.com⁠ enables financial advisors and CPAs to work with clients across generations. Discover the reasons behind Sinead O'Connor instructing her kids to contact her accountant before calling the paramedics in the event of her passing and the business issues surrounding Prince's estate. Danny highlights the benefits of using a trust, such as avoiding probate, maintaining privacy, and preventing family members from dealing with the headache of the courts. He also explains how ⁠wealth.com⁠'s machine learning technology can help analyze estate planning documents, provide projections, and an integration with Zillow that streamlines the updating of estate planning documents when clients move states. Gain valuable insights into the future of estate planning and how CPAs and financial advisors are leveraging the technology to provide a Family Office Level of Care.

Oct 12, 202342:11
The Experience Economy w/ Dennis Moseley-Williams

The Experience Economy w/ Dennis Moseley-Williams

In our latest episode, Rory interviews keynote speaker and customer experience thought leader Dennis Mosley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting, and co-founder of the Serious Shift Community. Discover insights from their discussion on the McKinsey study regarding the future of advice, and learn how advisors can evolve beyond traditional financial planning to become advocates for their clients by considering their overall well-being. This episode explores the shift from providing services focused on saving time and money, to creating experiences centered around meaningful time well spent. It emphasizes the importance of changing one's mindset from “What I want my client to do” to “How do I want my client to feel.” Are you curious about the three questions that can help create a memorable experience? Or what the “Hatchback Effect” is? Uncover the answers to these questions and more in this Experience Economy Episode with Dennis Moseley-Williams.


Oct 05, 202301:09:33
Tax Titans and the Amazonization of Accounting

Tax Titans and the Amazonization of Accounting

In this engaging episode, Rory is joined by Al Blakeborough, a military veteran and Olympic fencer who founded Tax Titans, an innovative platform aiming to become the Amazon marketplace for tax and accounting services. Al shares his intriguing journey, from military service to competing in Olympic fencing trials and ultimately venturing into entrepreneurship. He highlights the pressing challenges accountants face and how Tax Titans leverages AI to efficiently match taxpayers with practitioners, ultimately addressing the profession's capacity issues. Moreover, Al passionately discusses his dedication to supporting veterans through a specialized program, providing training and job opportunities for military veterans and their spouses. Can an Amazon-type marketplace solve the accounting profession's capacity problem? Find out the answer to this and more on this episode with Al Blakeborough from Tax Titans.


Sep 28, 202325:17
AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise

AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise

In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a Bridging the Gap Conference round-up and dive into Intuit's Tax AI Assitant release. Andrew sheds light on the emergence of artificial intelligence and the impacts it could have on the accounting profession. Listen to Andrew do an AI Nasdaq rap and the different ways he is using ChatGPT as a sounding board for work. Rory and Andrew discuss how the role of accountants is continually evolving due to rapid technological advancements, resulting in enhanced efficiency and a shift towards high-value activities like strategic planning and nurturing client relationships. Andrew emphasizes the critical domain of cybersecurity and its growing significance in safeguarding sensitive financial data. If you're curious about the future of accounting and the innovative tools reshaping the profession, this episode is packed with insights you won't want to miss with Accounting Tech leader Andrew Lassise!

Sep 20, 202352:25
Value of an Advisor and Behavioral Coaching w/ Vanguard’s Michael DiJoseph

Value of an Advisor and Behavioral Coaching w/ Vanguard’s Michael DiJoseph

In this episode, Rory speaks with Michael DiJoseph, CFA, a senior strategist at Vanguard Investment Advisory Research Center, as they dive into the intricacies of decision-making in the investment world. Listen as they discuss the concept of "Right Mindset, Wrong Market," which highlights the decision-making strategies we commonly use in everyday life but which falter when applied to investing. Our default decision-making strategies rely on factors like past performance, relative rankings, and user reviews to guide our choices. While this approach is effective for decisions such as selecting a dentist based on Yelp reviews, choosing a Michelin-starred restaurant, or picking a college based on its ranking, it doesn't translate well to the financial markets. Are you interested in understanding the psychology behind investment decisions? Want to know how to navigate the emotional rollercoaster of the financial markets? Don't miss this enlightening episode with behavioral coaching leader Michael DiJoseph!

Sep 13, 202350:34
Best Life Plan: Transformational Values-Based Advice

Best Life Plan: Transformational Values-Based Advice

In this episode, Rory speaks with Mark Akeroyd, the Head of Product at Lumiant, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Learn about the research from the University of Michigan, exploring the eight dimensions of well-being and how we can become healthy, wealthy, and wise. Find out how we can transition from offering services to staging experiences that can ultimately lead to profound client transformations. Mark underscores the art of aligning a client's values with their financial goals, infusing purpose into financial planning. He discusses the importance of making clients feel seen, understood, and empowered, propelling them toward their best life aspirations. Mark also highlights the pivotal role of non-financial spouses in the planning process, ensuring the holistic well-being of every household member. Join this insightful conversation with Lumiant's Mark Akeroyd for a journey into comprehensive financial well-being and fulfillment.

Sep 07, 202344:28
Shaping the Future of Accounting: Unleash Your McKinsey/Bain Potential

Shaping the Future of Accounting: Unleash Your McKinsey/Bain Potential

In our latest episode, Rory speaks with Alex Loewenstein, General Manager of Paro.ai, diving deep into the evolving dynamics of the accounting landscape. Learn about the power of relationships as Alex outlines key strategies to enhance your chances of business success by broadening your network, and hear how Jeff Phillips, CEO of Paget Business Services, has influenced his professional journey. Gain insights into the evolving expectations of the next-generation workforce, focusing on work-life balance, skill development, and equitable treatment as primary motivators. Discover how firms are staying ahead through visionary leadership, technological innovation, and strategic outsourcing. Learn why a robust digital and social media presence can be an effective recruitment strategy. Finally, don't miss Rory and Alex's thoughts on future trends, including the potential for acquisitions by non-traditional players venturing into the accounting space. Don't miss this thought-provoking episode with Paro.ai's General Manager Alex Loewenstein!

Aug 31, 202334:20
BDO ESOP, Incentivizing Employees & Pipeline Building w/ Ed Warren

BDO ESOP, Incentivizing Employees & Pipeline Building w/ Ed Warren

In this latest episode, Rory engages with Ed Warren to talk about the latest events in accounting and how they are shaping the profession's future. Ed and Rory discuss the recent acquisition of BergenKDV, the $100 million-dollar accounting firm out of Minnesota, by the RIA Creative Planning and the value of integrating accounting and wealth management worlds. They also highlight the recent news of BDO and the 1.3 Billion dollar deal to become an ESOP, the significance of this ownership structure, and how it enhances employee engagement and loyalty. Ed discusses the importance of having a well-defined and actively managed sales pipeline. They underscore the importance of adaptability and flexibility in work structures to not only retain top-tier talent but also to cater to the evolving needs of clients. Lastly, Ed introduces the concept of being a "financial Sherpa," someone who guides clients toward their financial goals rather than just providing retrospective advice. Don't miss this episode if you want the latest commentary on the accounting profession, as well as tips to increase and bolster your sales pipeline with Ed Warren of Sage!

Aug 23, 202339:47
Mindfulness Meditation Practice for Holistic Growth

Mindfulness Meditation Practice for Holistic Growth

In this podcast episode, Rory engages in an enlightening conversation with Zach Baughan to talk about mindfulness, personal development, and a holistic approach to both finances and life. Zach shares his insights on mindfulness and meditation, discussing their benefits for busy professionals and individuals seeking a more balanced life. He emphasizes the connection between how we handle one aspect of life and how it reflects in others, promoting the idea that a holistic approach yields greater fulfillment. Zach's personalized coaching strategies and emphasis on authentic values offer guidance for self-discovery. He also discusses the impact of relationships on personal growth, highlighting the influence of his father. Zach envisions a future where he can help people to create a purposeful environment as well as practice. Learn ways to start a mindfulness practice through five minutes of daily meditation and gradually expanding to a more dedicated regimen. Don't miss this illuminating episode on mindfulness, personal growth, and holistic living with the Zach Baughan

Aug 16, 202332:41
 Become like Netflix, TikTok & Amazon w/ Advice Engagement

Become like Netflix, TikTok & Amazon w/ Advice Engagement

In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance, and the future of advice. They highlight the importance of understanding clients' behavior and psychology in wealth management and how contextualizing information can lead to better client outcomes. Find out what John has learned from the over 100 million interactions with clients and how he you can leverage the digital blueprint of TikTok, Facebook, and Netflix to stay top of mind with clients. John shares a personal story of starting his first business, a Boston Chicken franchise, and how it shaped his approach to managing investors' money and caring for his employees. They also discuss the potential for technology companies and banks to get more involved in the worlds of accounting and wealth, as well as the integration of banking, wealth, accounting, and insurance services. Discover valuable insights into the evolving landscape of wealth management and the significance of relationships and behavioral understanding of how people make decisions in a digital world with guest John Prendergast!

Aug 09, 202339:16
Exit Planning & Setting Up Business Owners for Success w/ Christine Nicholson

Exit Planning & Setting Up Business Owners for Success w/ Christine Nicholson

In this episode of the podcast, Rory Henry interviews Christine Nicholson, a multi-award-winning business mentor who specializes in exit and succession planning for business owners. Christine shares her personal journey and how it led her to become an expert in helping business owners transition out of the day-to-day operations of their businesses. She emphasizes the importance of developing a strategic plan and delegating tasks to free up time for more strategic thinking. Christine also discusses the value of shareholder agreements and the need to plan for the inevitable exit from the business. The conversation concludes with a powerful message about the importance of finding joy and purpose in life beyond business. With a focus on practical advice, this episode is a must-listen for any business owner looking to plan for the future.

Aug 02, 202345:05
AI in Tax, Financial Services, BlackRock and Hollywood's Strike - Davyde Wachell

AI in Tax, Financial Services, BlackRock and Hollywood's Strike - Davyde Wachell

In this interview, Rory engages in a thought-provoking conversation with Davyde Wachell, the CEO of Responsive AI. Davyde discusses the Hollywood Strike and the current use case of leveraging AI to expand the reach of a Korean Pop star's digital presence. They explore how a person's digital footprint will become increasingly valuable and why intellectual property might be the future currency in tomorrow's creator economy. They delve into how tax professionals and financial advisors are utilizing tools like Responsive.ai to discover potential revenue-generating opportunities to cater to the varied needs of their clients. Uncover Davyde's insights on the potential of AI to provide focused and personalized insights. Learn about Davyde's recent experience at Accenture Fintech Lab in New York, where he had the opportunity to present to BlackRock's CEO, Larry Fink. Is the largest Asset Manager in the world going to get more into Wealth? Don't miss out on this AI episode with Responsive AI founder Davyde Wachell.

Jul 26, 202331:37
Connecting People with Resources - Mike Max

Connecting People with Resources - Mike Max

In this episode, Rory engages in a thought-provoking conversation with Mike Maksymiw, CPA, an executive with Aprio Firm Alliance. Together, they delve into the dynamic and innovative trends shaping the accounting profession while emphasizing the importance of cultivating meaningful relationships. Mike shares his deep passion for leadership and connecting individuals with valuable resources, which he considers his "Zone of Genius." He discusses the transformative impact of his involvement in the AICPA leadership academy and the invaluable support he received from his peers. Aligning values with goals and lifestyle choices is a key theme explored by Mike, who shares his personal values of freedom, family, and innovation and his aspirations to make a meaningful contribution to the profession. The evolving role of technology and artificial intelligence in the accounting field is also examined, with both Mike and Rory emphasizing the need to prioritize the human aspects of advice. The episode concludes with a powerful message about embracing the dimension of possibility and finding happiness in the pursuit of one's goals. Don't miss this engaging podcast featuring one of the accounting profession's innovative leaders!

Jul 19, 202301:04:22
Attracting Next-Gen Talent and Clients w/ Dan Graham

Attracting Next-Gen Talent and Clients w/ Dan Graham

In this episode, Rory engages in a conversation with Dan Graham, the Founder of docVinci and Head of Marketing at Next Gen Planners. Together, they explore strategies for attracting next-gen talent and clients through financial planning. Dan delves into the evolution of financial planning, emphasizing the importance of personal branding and having a unique service proposition (USP). He shares valuable marketing tips and tools from Next Gen Planners on how to enhance the client experience. Discover how innovative firms are servicing clients through a subscription model, similar to Netflix or Amazon Prime, as a way to better meet client needs. They explore the significance of understanding clients' values, motivations, and emotions in addition to their financial goals. Find out about the impact relationships have on retirees, particularly men whose social circles are often tied to their work. Dan also talks about the influence of social media platforms like TikTok and Instagram, highlighting the increasing reliance on peer recommendations and advice. Don't miss this enlightening episode on financial planning, marketing, and effective engagement with the Next Generation with one of the UK's financial planning thought leaders, Dan Graham!


Jul 13, 202353:59
How to Lead with Vulnerability w/ Amy Vetter

How to Lead with Vulnerability w/ Amy Vetter

In this episode, Rory has a heart-to-heart with Amy Vetter, the inspiring author of "Disconnect to Connect: Tap into the Power Within to Create the Life that You Desire." They explore the often-overlooked themes of vulnerability and intergenerational trauma and how they shape our life journeys. Amy opens up about her deeply personal experiences that led her to write her transformative book, demonstrating how turning inwards can help us build meaningful connections and manifest the life we yearn for. Drawing on her unique blend of corporate leadership and yoga mindfulness practice, she underscores the need for a holistic approach toward professional and personal growth. Also, Amy shares some practical exercises from her book that listeners can incorporate into their daily routines. Delve into this profound conversation to learn how understanding your past can unlock a more fulfilling and connected future. Don't miss out on Amy's wisdom-filled insights that have the power to change your perspective and life!


Jul 06, 202340:09
Finite vs Infinite Game w/ Clayton Oates

Finite vs Infinite Game w/ Clayton Oates

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology, and entrepreneurship. In this episode, Clayton talks about how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. They discuss the Finite vs. Infinite game and how being an infinite game player is about an abundance mindset and continual improvement. Why do some partnerships and relationships last for a lifetime while others fall apart and end badly? How can you identify finite vs. infinite game players? Find out the answers to these questions and more in this episode with one of Accounting & Technology's leading voices. Originally aired (8/9/22)

Jun 28, 202341:18
Measure x Hack Your Life - Michael Hsu

Measure x Hack Your Life - Michael Hsu

In this episode, Rory converses with Michael Hsu, founder, and CEO of DeepSky and the Measure x Hack Program, about the challenges and opportunities in accounting and ways in which to optimize our well-being through continual self-improvement. Michael talks about the accounting profession's need to keep up with modern trends and technology so that they can provide optimal value to clients. They also discuss the problem of online self-proclaimed financial gurus on Tik-Tok and Instagram who lack real-life experience and credentials but still attract clients through effective marketing. Michael underscores the importance of continuous learning and introduces his how his decade's worth of experience advising CEOs lead him to create his 'measure and hack' methodology. He shares his ambitious vision of aiding a billion entrepreneurs in realizing their dreams through the strategic use of systems and data. Tune into this thought-provoking episode to understand how a 'measure and hack' methodology can reshape your mindset and lead to greater fulfillment.

Jun 21, 202341:34
Your Future Self w/ Hal Hershfield

Your Future Self w/ Hal Hershfield

In this episode, Rory delves into the intriguing world of behavioral decision-making with Hal Hershfield, a professor at UCLA Anderson School of Management and the author of "Your Future Self". They explore the concept of 'Mental Time Traveling' and the science behind creating a vivid visual picture of our future selves to make better decisions today. Hal shares insights on 'Projection Bias' and the 'Extreme Discounting of Future Rewards', explaining how our current state can cloud our future decisions and how our preferences can drastically reverse when faced with immediate rewards. He also discusses the role of the temporal parietal junction in our brains, explaining its crucial role in fostering empathy and perspective-taking, which can help us better understand and empathize with our future selves. Additionally, Hal discusses the role of algorithms in predicting our preferences and the potential of commitment devices we can use as guardrails for our future behavior. Curious about why Hal used images of Matt Damon and Natalie Portman in his research on connecting with our future selves? Ever wondered what the real-life serial killer, who inspired the show 'Dexter', has to do with our future self-concept? Tune in to this episode with renowned research and UCLA Professor Hal Hershfield to find out more.

Jun 14, 202355:48
Intersection of Money, Health, and Happiness: Doug Lennick's Behavioral Finance Mission

Intersection of Money, Health, and Happiness: Doug Lennick's Behavioral Finance Mission

In this episode, Rory engages with Doug Lennick, the co-founder of Think2Perform, in a discussion on behavioral finance, emotional competence, and the transformative power of decision-making. Doug explores how financial advisors and accountants can play a pivotal role in guiding their clients toward healthier financial habits and improved emotional well-being. Unveiling the concept of the 'Freeze Game,' he demonstrates how this tool can effectively reshape thinking processes to counteract impulsive actions. The conversation brings to light the interconnectedness of financial stress, emotional competence, and irrational decision-making, laying emphasis on the ripple effects these elements can have on overall health and happiness. Doug underscores the importance of acknowledging and preparing for inevitable truths in life, such as aging and financial changes, and how this preparation can transform misery into wisdom. Do you want to learn more about the intersection of money, health, and happiness? Are you interested in understanding how to turn your financial stress into emotional strength? Tune into this episode with behavioral finance pioneer, Doug Lennick!

Jun 07, 202347:52
Improving Intergenerational & Gender Communication w/ Julie Johnson

Improving Intergenerational & Gender Communication w/ Julie Johnson

In this episode, Rory is joined by Julie Johnson, the CEO of XY Communication, with a mission to revolutionize intergenerational and gender communication in financial advisory. They navigate the vital studies by institutions like Wharton, Harvard, and Vanguard on the importance of engaging women and younger investors. Get insights on how advisors can support clients through life-changing events and build stronger, more authentic relationships. Uncover strategies to effectively connect with inheritors in the era of the Great Wealth Transfer, and how to transcend the label of "just my parents' advisor". Discover from Julie's rich coaching experience the power of deep client understanding, and learn to address the most common concerns of the younger generation. Want to know how to enhance your advisory approach, build trust with the broader family network, and connect meaningfully with the next generation? Join us in this insightful episode with XY Communication CEO Julie Johnson.

May 31, 202350:08
Behavior, Psychology & Money Messages - Dr. Joy Lere

Behavior, Psychology & Money Messages - Dr. Joy Lere

In this episode, Rory hosts a conversation with Dr. Joy Lere, a clinical psychologist and the Co-Founder of Shaping Wealth. They delve into the intricate nexus of behavior, psychology, and our complex relationship with money. The conversation explores how advisors employ psychology to improve client outcomes, marking a shift from technical training to fostering human connections. Dr. Lere explains the concept of the "Hedonic Treadmill" and discusses why people often find themselves trapped in its cycle, along with the psychological tools required to break free. Discover insights on how better management of your calendar and bank account can align your real-life actions with your stated priorities. Find out how Financial Advisors and CPAs can help navigate a lot of relational dynamics of clients that are simply being played out through money. Can you find out a person's money scripts by looking at their family's relationship to money? Do you want to know how to improve your emotional, physical, spiritual, and financial well-being? Find out the answer to these questions and more on this Shaping Wealth Episode with Dr. Joy Lere.


May 24, 202344:20
Accounting Today Conference Wrap-Up w/ sethfineberg.com

Accounting Today Conference Wrap-Up w/ sethfineberg.com

In this episode, Rory speaks with Seth Fineberg, business journalist and industry consultant, about the recent Accounting Today Firm Growth Forum. Listen as they discuss the challenges firms face and the importance of adapting to change. Discover the top takeaways from the Accounting Today conference, with commentary on the growth potential of service lines like Wealth Management and CAS. Learn about trends and insights from conference speakers like Alan Koltin, Dan Hood, Bob Lewis, Loren Fogelman, Michael Hsu, Joe Woodard, and Randy Crabtree. Find out how firms can adapt to new technologies and changing client needs in an ever-evolving marketplace. Did Seth, Rory, and crew really eat 10k calories at a Japanese BBQ? Is Seth Fineberg coming back out with a newsletter? Find out the answers to these questions and more on this Accounting Today Firm Growth Forum Recap with Industry Consultant Seth Fineberg!

May 18, 202348:29
Financial Therapy for CPAs and Advisors - Dr. Kristy Archuleta

Financial Therapy for CPAs and Advisors - Dr. Kristy Archuleta

In this episode, Rory speaks with Dr. Kristy Archuleta, a professor at the University of Georgia, about financial therapy and the psychology of money. Dr. Archuleta emphasizes the importance of self-awareness and introspection in our perceptions of money. This episode unveils how practitioners are applying a solution-focused approach to enhance clients' financial health. Discover the 'Miracle and Best Hopes Question', a tool that encourages individuals to envision their desired future. Understand how to establish a 'pause appreciation zone' during client meetings, or when conversing with family and friends. Explore the methods of creating a safe space for clients through the art of reflective listening and paraphrasing. Want to understand why money messages hold such a pivotal role in our lives? Interested in Dr. Archuleta's philosophy of change? Tune in to find the answers to these questions and much more with our Financial Therapy Pioneer, Dr. Kristy Archuleta.



May 11, 202301:09:37
Advisory and Staffing Research Study w/ Donny Shimamoto
May 03, 202335:37
Getting More Referrals

Getting More Referrals

In this episode, Rory speaks with Stacey Brown Randall. Learn about the 4 types of Referral Sources, from Family and Friends to Strangers. Discover how to build a referral ecosystem within your business. Learn why asking flat out asking for referrals is a bad idea and poor strategy. Find out how to better connect with customers on a emotional level and the importance of cultivating a deeper relationship with your top referral sources. Do you want to know what the Secret Sauce Formula you can use to generate more referrals? Do you want to know the phrase you can use to plant a Referral Source seed with anyone? Find out the answers to these questions and more on this Referral Charged Episode with Stacey Brown Randall.

Apr 26, 202333:18
The Subscription Economy, Concierge Doctors, & Virtual Family Offices w/ Ron Baker

The Subscription Economy, Concierge Doctors, & Virtual Family Offices w/ Ron Baker

In this episode, Rory speaks with Ron Baker, the founder of the VeraSage Institute, co-host of The Soul of Enterprise radio show, and author of "Time's Up: The Subscription Business Model for Professional Firms." Ron discusses the rise of the subscription economy and its impact on the professional world, drawing on the success of concierge doctors. Learn how professionals can guide their clients through serial transformations and why focusing on a holistic, long-term view is essential for providing true value. Ron explains the three options for implementing a subscription model: creating a separate company, making a gradual transition, or undergoing a total transformation like Adobe. Do you want to know what Labor Perception Bias is? Do you want to know how companies like Disney, Hulu, and Porsche are creating deeper human-to-human connections and unique personal experiences with clients? Find out the answer to these questions and more in this "Time's Up" episode with Ron Baker!

Apr 19, 202348:54