AFO|Wealth Management Forward
Latest Episodes
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
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 m
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 exp
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 prese
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 importanc
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 t
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 intergenerat
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 t
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 tal
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 Travel