AFO|Wealth Management Forward

AFO|Wealth Management Forward


Latest Episodes

Mindfulness Meditation Practice for Holistic Growth
August 16, 2023

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
August 09, 2023

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
August 02, 2023

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
July 26, 2023

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
July 19, 2023

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
July 13, 2023

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
July 05, 2023

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
June 28, 2023

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
June 21, 2023

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
June 14, 2023

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