AFO|Wealth Management Forward

In this episode, Rory speaks with Danny Lohrfink, co-founder and Chief Product Officer at Wealth.com, and Julie Johnson, founder of XY Communication, about their contributions to The Holistic Guide to Wealth Management and how estate planning and communication are changing the way advisors serve clients. Danny explains how modern estate tech is making these conversations more accessible, scalable, and easier to understand for clients at every wealth level. From automating updates to visualizing legacy goals, technology is helping advisors focus more on planning and less on paperwork. Julie shares how to connect across generations and genders, and why women and younger clients are looking for advisors who listen, simplify, and build relationships based on trust and empathy. Together, they highlight how CPAs and advisors can deliver family-office-level care by acting as the quarterback, facilitating values-based conversations, and guiding clients through meaningful decisions. Want to learn how visuals and AI are transforming estate planning? Curious how to better engage the next generation before the wealth transfer happens? Find out the answers to these questions and more in this insightful conversation with Danny Lohrfink and Julie Johnson.

In this episode, Rory speaks with Dr. Meghaan Lurtz, a leading expert in the psychology of financial planning and Partner at Shaping Wealth, about how advisors can create more meaningful client connections through the power of questions. Meghaan unpacks why simple phrases like “Would you be willing?” can spark internal motivation and how financial professionals can use invitation-based language to lower anxiety and increase engagement. Discover the Fix, Find, Flourish framework to strengthen ongoing client relationships and why group accountability, social connection, and vision-based planning lead to greater financial well-being. Learn how questions like “What have you been thinking about?” or “What would make this a 7 instead of a 6?” can drive better conversations and outcomes. Are you ready to help clients move from financial fear to hope and purpose? Want to create a less lonely money experience? Find out the answers to these questions and more in this human-first episode with Dr. Meghaan Lurtz.

In this episode, Rory speaks with Susan Bryant, founder of Unboxed Advisors, and Randy Crabtree, co-founder of Tri-Merit Specialty Tax Professionals, about their contributions to The Holistic Guide to Wealth Management and how CPAs can build firms that deliver a stronger return on relationships for both clients and team members. Susan shares why she left a traditional firm to build a concierge-style advisory practice centered on deep client relationships, one that offers greater meaning and personal fulfillment. Randy discusses findings from the CPA Career Satisfaction Survey, including why mid-career professionals are burning out and how firm leaders can improve culture, leadership, and employee well-being. Together, they explore why compliance alone is no longer enough, how a Virtual Family Office model can improve client outcomes and why empathy and operational freedom can help pave the way for building a winning team . Want to know how to create a practice that aligns with your values? Curious how to attract and retain talent? Find out the answers to these questions and more in this designing better lives and firms conversation with Susan Bryant and Randy Crabtree.

In this episode, Rory speaks with Christine Nicholson, award-winning succession strategist, and Randy Fox, founder of Two Hawks Family Office and editor-in-chief of the Planned Giving Design Center, about their contributions to The Holistic Guide to Wealth Management and how to help business owners exit with clarity, purpose, and peace of mind. Christine explains why only 3 in 10 family businesses survive to the next generation and how role-identity fusion—the trap of tying self-worth to business worth—can stand in the way of successful succession. Randy shares how tools like personal goodwill, charitable trusts, and purpose-driven giving can help families maximize outcomes while minimizing taxes. Together, they explore how to help clients let go, reconnect with their passions, and structure legacies that reflect both financial and emotional goals. Are you curious how to guide clients from burnout to freedom? Want to learn how to build purpose and family continuity into the exit process? Find out the answers to these questions and more in this powerful conversation with Christine Nicholson and Randy Fox.

In this market update episode, Rory speaks with Chris Tidmore, CFA and CPA, Senior Manager at Vanguard's Investment Advisor Research Center, to unpack the April 2 tariff shock and what it means for markets, inflation, and client communication. Chris explains how sharp movements in both equities and Treasury yields reflect a market constantly recalibrating expectations—and why it's nearly impossible to predict how events will be priced in, even with full information. He shares insights from Vanguard's Advisor's Alpha research, noting that behavioral coaching can add up to 200 basis points in value annually—and that by helping clients stay invested, think long term, and avoid panic, advisors can improve not just financial outcomes, but overall well-being. Rory and Chris discuss why emotional trust is built in bear markets, how to use visual tools like zoom-out charts and hindsight models, and what it means to serve as a steady hand when clients are tempted to drift off course. Want to learn how to help clients stay anchored in uncertainty? Curious how to turn volatility into an opportunity to deepen trust and long-term value? Find out the answers to these questions and more in this timely market update with Chris Tidmore.

In this episode, Rory speaks with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, and Randy Johnston, fintech strategist and co-founder of K2 Enterprises, to discuss the technology and behavioral finance topics outlined in The Holistic Guide to Wealth Management and the evolving role of CPAs and financial advisors. Dr. Crosby explains why values-based planning isn't just feel-good theory—it drives real outcomes, citing stats that show clients in goals-based portfolios are 10x less likely to panic sell and twice as likely to save for retirement. Randy shares how AI, automation, and real-time data are freeing up capacity so firms can spend less time on compliance and more time on relationships, strategy, and outcomes. They discuss why holistic financial planning is the foundation for stronger, more durable client relationships. Want to know how behavioral finance and a human-first approach can power deeper client engagement? Curious how CPAs can turn AI into a competitive advantage? Find out the answers to these questions and more in this future-focused conversation with Dr. Daniel Crosby and Randy Johnston.

In this episode, Rory speaks with Michael DiJoseph, Senior Strategist at Vanguard's Investment Advisory Research Center, and Andres Mazabel, Head of Advisor Sales at leading estate planning platform Trust & Will, about their contributions to Holistic Guide to Wealth Management and the evolving value of financial advice. Michael breaks down Vanguard's 25-year Advisors Alpha study, revealing how advisors can deliver meaningful value through behavioral coaching, tax loss harvesting, and more — that can potentially add net returns up to or even exceeding 3%. Andres shares how modern estate planning technology is reshaping client engagement, boosting completion rates, and helping advisors build trust across generations. Discover why emotional trust is now the driving force behind client loyalty, and how integrating estate planning into your process is not only a powerful retention tool but also a gateway to next-gen relationships. Are you ready to deliver peace of mind, deepen client connections, and offer long-term value beyond the portfolio? Learn best practices from the leaders at Vanguard and Trust & Will in this value of the modern advisor conversation with Michael, Andres and Rory.

In this panel episode, Rory speaks with Seth Fineberg, founder of Accountants Forward, and Phillip Hecker, CEO of Bento Engine, about their contributions to The Holistic Guide to Wealth Management and the major inflection point in the accounting profession. They explore the evolution of financial advice—from Advice 1.0 (transactional) to Advice 2.0 (goal-based planning) and now Advice 3.0 (comprehensive wealth management), where proactive, personalized guidance strengthens client engagement. Discover why Theodore Roosevelt's words—"Clients don't care how much you know until they know how much you care."—are more relevant than ever, and how professionals can move beyond technical expertise to demonstrate true empathy and impact. Find out why they believe the Virtual Family Office model, combined with timely and personalized client engagement, drives the greatest impact. Discover how fostering a Return on Relationships (ROR) mindset empowers advisors to connect with clients through a human-first approach, building trust, deepening loyalty, and driving long-term success. Do you want to know if most American's are filing for Social Security at the wrong time? Want to learn how financial engagement can help advisors connect with the next generation and build lasting relationships? Find out the answers to these questions and more in this special Holistic Guide to Wealth Management book episode with Phillip, Seth, and Rory.

In this episode, Rory speaks with Tim Maurer, CFP®, registered life planner, and Chief Advisory Officer at Signature FD, as well as a regular contributor to CNBC and Forbes. Tim shares his philosophy that personal finance is more personal than finance, emphasizing the role of emotions, behavior, and storytelling in financial planning. Discover why most clients implement less than 20% of financial plan recommendations—and how behavioral finance can help bridge that gap. Learn how Tim's Live, Grow, Protect, and Give framework transforms traditional financial planning by aligning money with our different stages of life. Tim also explores the power of narrative, drawing insights from Donald Miller's StoryBrand approach, and explains why advisors should act as guides—not heroes—in their clients' financial journeys. Are you curious about how to improve client engagement and create lasting impact? Want to learn how to move beyond numbers and help clients align their money with their life's purpose? Find out the answers to these questions and more in this Personal Finance conversation with Tim Maurer.

In this episode, Rory speaks with Michael Ly, CEO of Reconciled, a leading virtual accounting and advisory firm, and General Partner of the AF Fund, a venture capital fund dedicated to accounting and fintech startups. Michael shares how he built one of the fastest-growing accounting firms and why he's now investing in AI-driven financial tools that streamline workflow automation, revenue recognition, and payments. Discover how his dual role as a firm owner and investor provides him with a unique advantage in identifying transformative technologies and why he believes accountants should start thinking like investors. Learn about the latest innovations shaping the profession, the challenges of integrating software with services, and how to build a remote workforce culture. Are you curious about how AI, automation, and fintech and venture investing? Want to learn how firm owners can leverage technology to scale efficiently? Find out the answers to these questions and more in this insightful conversation with Michael Ly.

In this episode, Rory speaks with Dr. Michael Thomas, lecturer at the University of Georgia, accredited financial counselor, and author of Black Financial Culture: Building Wealth from the Inside Out. Known for his TED Talk on financial empathy, Dr. Thomas explores how financial decisions are shaped not just by personal choices but by the systems we navigate—familial beliefs, societal norms, technological influences like social media algorithms, and even the way physical environments encourage spending. Discover how financial socialization—the way we inherit money beliefs—impacts behaviors, and why financial empathy, incorporating cognitive, emotional, and compassionate understanding, is essential for building trust. Dr. Thomas also shares the NURSE acronym (Name, Understand, Respect, Support, Explore), a powerful framework for financial advisors to deepen client relationships and foster behavioral change. Learn why businesses leverage psychological triggers to influence spending habits, how advocacy can drive financial literacy reform, and how financial professionals can move beyond just education to empower real action. Are you curious about how systems shape our behaviors? Want to learn how financial empathy can help clients overcome shame and take control of their financial future? Find out the answers to these questions and more in this engaging and thought-provoking conversation with Dr. Michael Thomas. Book: Black Financial Culture: Building Wealth from the Inside Out https://www.amazon.com/Black-Financial-Culture-Building-Wealth-ebook/dp/B0BY1SLHRJ Hire Dr. Michael: https://www.modomsolutions.com/

In this episode, Rory speaks with George Kinder, author, mindfulness teacher, and founder of the Kinder Institute of Life Planning, widely known as the father of life planning. George shares how his journey from tax professional to global leader in life planning was driven by his passion to align finances with freedom and fulfillment. Discover the power of his three life-planning questions, which help clients prioritize what matters most, and learn about the EVOKE process—a framework combining trust-building, deep listening, and actionable steps to design and live ideal life plans. George also highlights the importance of mindfulness in transforming suffering into wisdom and unlocking the freedom of the present moment. His latest book, The Three Domains of Freedom, explores how we can unlock the freedom of the moment, develop a life plan, and improve civilization. Are you curious about how life planning fosters clarity, confidence, and gumption? Do you want to learn how to craft your ideal day, week, or year? Find out the answers to these questions and more in this thought-provoking and inspiring conversation with George Kinder.

In this best of episode, Rory highlights standout conversations from 2024, featuring industry leaders and innovators. Discover insights from Allan Koltin on the future of accounting, including the rise of private equity and potential IPOs for accounting firms. Hear Chris Tabb break down the three key assessments every business owner should consider for value acceleration: attractiveness, owner readiness, and financial preparedness. Learn how Robert Kirk leverages behavioral data to personalize client communications and how Jody Padar envisions the CPA firm of 2030 evolving with private equity and AI. This episode also features moments from Nate Hoskins, Trevor Greenway, and others, exploring how storytelling, data-driven decisions, and leadership development are reshaping how we work with clients. Are you curious about how emerging technologies and trends are redefining professional services? Want actionable strategies to navigate the evolving landscape of accounting and wealth management? Find out the answers to these questions and more in this best-of compilation 2024.

In this special episode Rory highlights the most impactful conversations of 2024, featuring insights from leaders in behavioral finance, accounting, and wealth management. Discover how Amy Mullen's values-based planning can deepen client connections, Dr. Preston Cherry's “Secure the BAG” framework fosters financial compassion, and Nathan Astle's practical framework navigates financial relationships. Learn about Bari Tessler's approach to aligning money with emotions through mindfulness, Jeff Bartsch's insights on storytelling, Alan Whitman's call to challenge industry norms, and Samantha Lamas's advice on preparing for retirement with emotional readiness. Are you curious about how to use storytelling to build trust with clients? Want to learn how aligning financial decisions with personal values can lead to greater satisfaction and success? Find out the answers to these questions and more in this best-of behavioral finance compilation.

In this episode, Rory speaks with Yuri Kapilovich, better known as “The Fun CPA,” about how he's transforming the accounting profession by rejecting the traditional burnout culture and embracing work-life synchronicity. Discover how Yuri built a thriving practice that allows him to work fewer than 40 hours a week during busy seasons while staying highly responsive to his clients. Learn how his strategic approach to client selection and his focus on efficiency have helped him maintain a manageable workload and attract ideal clients. Yuri shares the power of personal branding, detailing how his engaging social media presence of over 10,000 LinkedIn followers has become a referral magnet. Are you curious about how to escape the grind and create a more rewarding practice? Want to learn how accountants can thrive by breaking outdated industry norms? Find out the answers to these questions and more in this engaging conversation with Yuri Kapilovich “The Fun CPA.”

In this episode, Rory sits down with Dr. Preston Cherry, founder of Concurrent Wealth Management, director at the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin Green Bay, and author of Wealth in the Key of Life: Finding Your Financial Harmony. Discover how financial wellness isn't just about numbers—it's about aligning your values, goals, and money decisions to create a life of purpose and meaning. Learn how tools like the "honest self-audit" and identifying your "money story" can help you build a stronger relationship with your finances. Dr. Cherry also shares his insights on creating financial compassion, embracing flexibility amidst uncertainty, and understanding the role of gratitude and grace in financial planning. Learn how how writing a financial purpose statement can illuminate your true priorities. Do you want to know why Dr. Cherry wrote about Michael Jackson's song "Man in the Mirror" metaphor? Are you ready to uncover the deeper connections between wealth and well-being? Find out the answers to these questions and more in this inspiring and thought-provoking conversation with author Dr. Preston Cherry.

In this episode, Rory speaks with Chris Tabb, founder of Inevitable Sale and a certified exit planning advisor who specializes in white-label exit planning solutions for accounting firms and professional advisors. Discover why thinking about exit planning from day one can significantly improve business value and ensure a smoother transition. In fact, five out of six business owners currently do not have an exit plan, highlighting the importance of proactive planning to ensure successful outcomes. Learn about the three assessments Chris uses to evaluate businesses: attractiveness to buyers, personal readiness, and financial readiness. Chris also shares his expertise on how to create a value-creator business rather than just a lifestyle business, highlighting the importance of leadership, transferable value, and removing owner dependency. Are you interested in how to make your business more attractive to potential buyers? Do you want to know how to grow you audience on LinkedIn and via newsletters? Find out the answers to these questions and more in this engaging discussion with Chris Tabb.

In this episode, Rory speaks with Mary Schmid, a communication and leadership educator specializing in the neuroscience of conversations. Discover how the different levels of conversation, informational, persuasive, and transformational—impact trust and connection, and why 85% of conversations are focused on levels one and two, which often fail to build meaningful trust. Learn about how practitioners can focus on curiosity, partnership, and sharing power to transform their client conversations. Mary emphasizes the importance of priming yourself before conversations and using body language effectively to establish trust, along with actionable strategies for enhancing communication. Are you curious about how neurochemicals like oxytocin and dopamine affect our conversations? Do you want to learn how to leverage these 'feel-good' chemicals to deepen client relationships? Get ready to uncover the answers to these questions and more in this neuroscience of conversation episode with Mary Schmid.

In this episode, Rory speaks with Reyes Flores, founder and CEO of Platform Accounting Group, about his mission to bring Wall Street-level resources and innovation to Main Street accounting firms. With roots in his family's small-town accounting practice, Reyes shares how Platform is helping boutique firms thrive by combining modern technology, like AI, with the multi-generational relationships that make local firms special. FInd out why not all private equity capital is the same and why Family Office's can be great partners due to their patient capital. Discover how Platform tackles staffing challenges, transitions aging partners toward retirement, and implements cutting-edge tools to deliver services to SMB clients. If you're curious about how accounting firms can embrace the future without losing their heart, this is an episode you won't want to miss.

In this episode, Rory speaks with Allan Koltin, CEO of Koltin Consulting Group, recognized as one of the most influential figures in the accounting profession. Allan dives into the dramatic changes reshaping the profession—from the rise of private equity to the war for talent. Learn how firms are adapting to increased demand for capital, leveraging technology, and rethinking traditional business models to navigate the challenges and opportunities ahead. Discover Allan's perspective on why being adaptable is more crucial than ever and what firms need to stay relevant. Find out why Allan believes that accountants can move from the most trusted advisor to being the most valued and the importance of guiding clients through significant business and personal decisions. Curious about how to future-proof your firm in an evolving landscape? Want to understand the impact of private equity on the accounting world? Find out more in this conversation with Allan Koltin.

In this episode, Rory speaks with Trevor Greenway, CEO of InterVal, a leader in automated discovery for accounting firms, financial institutions, and wealth advisors. Trevor shares his journey from M&A to founding Interval, highlighting how AI can help firms uncover revenue opportunities hidden in accounting data. Learn how InterVal's technology provides better insight into business valuations—especially critical for the 98% of business owners who don't know the true value of their companies. Discover how Trevor and his team use AI to help business owners understand their worth, optimize their enterprise value, and bridge the gap between accounting and wealth advisory services. Find out why focusing on "money in motion" and creating a holistic service offering can help advisors build better relationships and retain clients during major wealth transfers. Curious about how AI-driven discovery tools can transform your advisory services? Want to learn how to create proactive, relationship-based value with your clients? Find out more in this insightful conversation with Trevor Greenway.

In this episode, Rory speaks with Amber Setter, Chief Enlightenment Officer and executive leadership coach at Conscious Public Accountants. Amber shares her journey from tax accounting to leadership coaching, highlighting how focusing on the "whole human" can transform both individual well-being and professional effectiveness. Discover why resilience and self-care are essential for leaders, why conscious leadership matters in navigating complex challenges, and what true transformational development looks like in practice. Amber also explains the value of meeting clients where they are, using effective questioning to help them uncover what they truly want. Find out how coaching can help individuals move past burnout, embrace change, and create deeper, more impactful relationships—both professionally and personally. Are you curious about how self-care can boost your leadership effectiveness? Want to learn how to guide your clients through deeper transformations? Find out more in this engaging episode with Amber Setter.

In this episode, Rory speaks with Amanda Watts, a passionate strategist and the driving force behind the Business Advisory Academy at Oomph Global, who has empowered over 3,000 practices across 23 countries. Discover how Amanda overcame her fear of marketing by embracing authenticity, and how embracing her introverted nature allowed her to build deep, meaningful connections that have been key to her success. Learn about Amanda's 'Netflix effect' concept in content marketing, and how building relationships over time can convert even the most reluctant prospects into raving fans. She shares practical insights into overcoming the fear of marketing, leveraging old-school tactics that still work today, and using content formats like video and writing to connect with your audience. Are you curious about how to market yourself authentically as an introvert? Want to know how to create meaningful connections that can boost your business? Find out the answers to these questions and more in this engaging conversation with Amanda Watts.

In this episode, Rory speaks with Matt Halloran, podcasting expert and co-founder of ProudMouth, about how to create content that get people to know, like, and trust you. Matt shares his journey from a therapist to financial services, highlighting the importance of resilience and optimism after near-death experiences. He explains the concept of "Return on Influence" and why creating genuine connections can be done using digital media and by speaking in your authentic voice. Matt also offers practical advice on using content creation to build trust and attract clients by sharing personal stories and valuable insights. Are you wondering how to turn everyday moments into opportunities for connection? Want to know how to create content that resonates with your audience? Find out the answers to these questions and more in this inspiring episode with Matt Halloran.

In this episode, Rory sits down with Kendale King, a CPA and entrepreneur who's flipping the script on how the world sees accounting by blending media, culture, and tech. Discover how Kendale is helping content creators and entertainers manage and grow their wealth while creating CPA Con—an event designed to bring some serious fun and competition to the accounting world. Learn about the innovative games like the Ledger Labyrinth and how Kendale is reimagining what it means to attend an accounting convention. Find out why owning your content and diversifying revenue streams is critical for creators in today's digital landscape, and how Kendale is guiding them to build sustainable businesses. Wondering how you can inject excitement into the accounting profession? Want to learn how entertainment and finance can merge to create new opportunities? Get the answers to these questions and more in this entertainment meets accounting conversation with CPA Kendale King.

In this episode, Rory speaks with Matt Tait, co-founder and CEO of Decimal and host of After Your First Million, about his firms growth, AI, and the latest accounting the accounting world. Discover how Matt's company, Decimal, is using AI to reduce manual work, allowing accountants to focus on high-level advisory services. 7 Find out how Decimal's decision to fully embrace AI, coupled with a global team model, has led to rapid growth and improved client experiences. Explore the major shifts happening in the profession including the untethering of employees from traditional work locations and the growing demand for flexible work models. Curious how AI can elevate your firm's advisory services? Want to learn how forward-thinking companies are using technology to improve both employee satisfaction and client outcomes? Find out the answers to these questions and more in this engaging conversation with Decimal Co-Founder and CEO Matt Tait.

In this episode, Rory speaks with Dominic Piscopo, founder of Big 4 Transparency, about his mission to bring salary transparency to the accounting profession. Discover how Dominic's own experience with underpaid roles at a Big 4 firm inspired him to create a platform where CPAs can anonymously share and access compensation data. Learn how Big 4 Transparency grew from a no-code tool shared on Reddit into a leading resource for real-time salary insights, used by professionals and firms alike. Get key insights from hiring data, such as differences in compensation between internal promotions and external hires, the persistence of the gender pay gap, and trends in job satisfaction within the accounting profession. Are you curious to know how much more external hires typically earn compared to internal promotions? Want to learn how real-time compensation data can benefit your firm or career? Find out the answers to these questions and more in this fascinating conversation with Dominic Piscopo.

In this episode, Rory speaks with Jeff Bartsch, founder of Story Greenlight and veteran content creator for networks like ABC, NBC, and Netflix, about the transformative power of strategic storytelling. Jeff shares his insights on how the elements of a compelling story: character, desire, obstacles, and transformation can be applied to client relationships to create deeper, more meaningful connections. Learn why moving beyond transactional communication and embracing a “human-first” approach is key to engaging clients in a way that resonates with clients on an emotional level. Jeff also dives into how strategic storytelling can help advisors guide clients through complex decisions by framing data within a narrative that speaks to what matters most to them. Are you looking to elevate your communication skills and build stronger client relationships? Curious about how storytelling can unlock growth in your practice? Find out the answers to these questions and more on this Human First storytelling episode with Jeff Bartsch.

In this episode, Rory speaks with Nicole Davis, Chief Hello Officer at Butler Davis Accounting and co-founder of The Modern Bookkeeper, about identifying opportunities and leading through change. Nicole shares how her focus on client relationships and a holistic approach has allowed her to help small business owners become financially fit. Discover how she turned a payroll company acquisition into a strategic growth engine for her firm by focusing on delegation and empowering her team to deliver exceptional client service. Do you want to know how to become more authentic when leading others? Are you interested in learning about the flattery and complimentary glow effect? Find out the answer to these questions and more with CEO and Chief Hello Officer Nicole Davis.

In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, about his philosophy of “Break the Mold” and how it has shaped his approach to leadership and innovation. Learn why Alan believes that intentional evolution, rather than revolution, is the key to modernizing the accounting profession and why asking “what will it take?” instead of “can we do it?” opens the door to greater growth. He shares his thoughts on the role of private equity as a catalyst for change and how firms can embrace technology and relationships to move beyond transactional models. Discover the importance of developing a strategy that aligns both professional and personal goals to create meaningful success. Are you looking to reimagine your firm's future? Want to learn how to implement intentional change that drives growth? Find out the answers to these questions and more in this insightful conversation with Alan Whitman.

In this episode, Rory speaks with Samantha Lamas, a behavioral researcher at Morningstar, about the crucial but often neglected aspect of retirement: emotional preparedness. Discover how retirement is evolving beyond the traditional notion of leisure and why it's essential to consider the psychological transitions alongside financial planning. Learn why Samantha emphasizes the importance of routines, social connections, and redefining life purpose to ensure a fulfilling retirement. She shares insights into the Perma-V framework and how it can help retirees align their financial goals with their life values, creating a more meaningful post-work life. Samantha also offers practical tips such as mapping out an ideal week before retirement and incorporating new habits like scheduling regular social interactions to maintain mental and emotional well-being. Are you wondering how to help yourself or your clients emotionally transition into retirement? Do you want to know what steps you can take to build a purpose-driven retirement plan? Find out the answers to these questions and more in this engaging discussion with behavioral researcher Samantha Lamas. Perma-V Framework: https://positiveworkplaces.squarespace.com/articles/empowering-self-through-permav-model How Advisors Can Create Financial Plans That Reflect What Investors Really Want: https://www.morningstar.com/financial-advisors/how-advisors-can-create-financial-plans-that-reflect-what-investors-really-want

In this episode, Rory welcomes Alex Kirby, CEO of Total Family, to discuss how families can uncover and pursue their life visions. Learn how Alex transitioned from banking to leading a company that focuses on defining and aligning family values, purpose, and roles to create a meaningful vision. Discover why having a clear vision is essential not only for navigating major life decisions but also for strengthening relationships across generations. Alex shares practical strategies for helping families communicate more effectively, ensuring that their values and goals are passed down and understood by all members. Learn how you can take proactive steps in your relationships through exercises like the "social universe," which helps you evaluate the quality and frequency of your interactions. Are you curious about how to create a lasting family legacy? Do you want to know how to define a vision that guides your family's future? Find out the answers to these questions and more in this inspiring conversation with Total Family CEO Alex Kirby.

In this episode, Rory Henry welcomes Jamie Peebles, who shares his journey from lawyer-turned-developer to Founder and CEO of Knuula. Discover why solving problems that generate revenue quickly can be more valuable than chasing perfection, and how Knuula's platform is revolutionizing document workflows for firms. Jamie discusses the challenges of starting a tech company in a competitive field, offering insights on the importance of persistence, iteration, and the support of a strong network. Explore the possibilities of integrating AI and what the future holds for firms looking to enhance client relationships through technology. Are you curious about how technology can transform your client engagement strategy? Do you want to know how to leverage increase prospect to client conversion rates? Find out the answers to these questions and more in this Lawyer turned Tech Founder episode with Jamie Peebles.

In this episode, Rory discusses the Global Market sell off that occurred on Monday, August 5th, and essential strategies for navigating market fluctuations using behavioral finance insights. Listen as he covers some of the recent alarming headlines that can trigger impulsive decisions among investors. Rory introduces the 4 R's framework by Doug Lennick—Recognize, Reflect, Reframe, and Respond—which helps shift decision-making from emotional to rational responses. Additionally, he highlights Samantha Lamas' Morningstar article, emphasizing the importance of focusing on long-term goals and making thoughtful decisions during market volatility. Rory also explores Vanguard's Advisor Alpha decades-long study and their philosophy of the 3 P's—Planning, Proactivity, and Positivity—for managing your mindset during market fluctuations. How can you maintain a rational mindset during periods of market volatility? What role do financial advisors play in helping investors avoid impulsive decisions? Find out the answers to these questions and more in this Global Market episode. Vanguard Market Hindsight Tool: https://advisors.vanguard.com/financial-planning/market-hindsight/ Samantha Lamas Morningstar Article: https://www.morningstar.com/personal-finance/key-surviving-global-market-selloff-be-lazy This material contains opinions of the participants but not necessarily those of Arrowroot Family Office, its affiliated companies, directors, and employees. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results. Content should not be construed as investment, legal or tax advice. The information in this communication is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance, or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended.

In this episode, Rory speaks with Jody Padar, the Radical CPA, about the future of CPA firms and her latest book, "Radical Pricing." Discover why Jody believes the traditional CPA firm model won't exist by 2030 and how private equity and fintech are transforming the accounting profession. Learn about the critical need for firms to adapt their pricing models and business practices in response to new technologies like AI. Jody also shares insights on how firms can improve customer experiences and optimize operations to stay competitive in the "One Click" world that we live in. Learn how identifying personas like "Construction Chuck," "Seller Sara," and "Journalist Jody" can help you tailor services to meet specific client needs. Are you interested to hear how private equity and fintech are disrupting the status quo? Do you want to know how you can prepare for a future where AI will do most of the knowledge work? Find out the answers to these questions and more in this episode with "The Radical CPA" Jody Padar.

In this episode, Rory interviews Eric Eager, the CEO of 4impactdata, a company leveraging AI to enhance business success. Discover how Eric, a recovering CPA with a passion for technology, uses data-driven insights to help businesses navigate the complexities of today's economy. Learn about the crucial role of access to wisdom and mentoring in changing the odds for business success, and how AI can significantly improve decision-making processes. Eric shares his journey from Ernst & Young to becoming a serial entrepreneur, highlighting the importance of financial literacy and market knowledge when scaling a business. Explore how 4impactdata's Business Guidance System provides predictive analytics, continuously monitors trends, and offers specific guidance to address potential issues. Are you curious about how AI can transform your business operations? Do you want to know how to avoid common pitfalls and enhance your business strategy? Find the answers to these questions and more in this insightful episode with Eric Eager.

In this episode, Rory interviews Byron Patrick, the CEO of VerifyIQ, a practice management solution that automates and accelerates bookkeeping reviews. Discover how Byron, a CPA turned tech innovator, navigates leadership in the rapidly evolving accounting profession. Learn about the critical role of emotional trust in effective leadership and why building a culture of trust and safety is paramount for team success. Byron shares insights from his journey, emphasizing the importance of asking questions and fostering curiosity to build stronger, more resilient teams. Explore the challenges posed by technological advancements, private equity, and talent shortages, and find out how to create a healthy, sustainable organization amidst these changes. Are you curious about how to integrate emotional intelligence into your leadership style? Do you want to know how to build a team that feels safe and supported? Find the answers to these questions and more in this insightful episode with Byron Patrick.

In this episode, Rory speaks with Shahram Zarshenas, CEO of Financial Cents, to explore how practice management software can transform accounting firms. Discover Shahram's unique journey from private equity to founding Financial Cents, and learn how his non-traditional background helped him create a tool that addresses workflow inefficiencies and enhances team collaboration. Find out the importance of adopting new technologies and centralized client management to improve efficiency and foster growth. Gain insights into the future of the accounting profession, including the roles of AI and private equity. How can accounting firms leverage technology to streamline their operations? What are the key trends shaping the future of accounting? Find out the answers to these questions and more in this episode with Financial Cents CEO Shahram Zarshenas.

In this episode, Rory speaks with Shannon Hay, SVP at United Midwest Savings Bank, to talk about accounting firm financing and acquisitions. Discover the opportunities and challenges for firm sellers and buyers and how private equity is reshaping the profession. Learn how the talent shortage and rising interest rates are impacting the M&A market. Shannon also shares insights on succession planning, the advantages of internal buyouts, and how firms can prepare for a successful sale. Are we on the brink of a consolidation bubble in the accounting sector similar to the Sub Prime mortgage crisis? Do you want to know how to leverage SBA financing to acquire a business? Find the answers to these questions and more in this episode with Shannon Hay.

In this episode, Rory welcomes Andrea Eisfeldt, economist, researcher, and finance professor at UCLA Anderson School of Management, to talk about intangible assets. Discover why intangible assets, such as software, R&D, and brand capital, are critical yet overlooked parts of valuing companies. Learn how Andrea's research led to the development of new ETFs that aim to better assess the true value of companies by incorporating intangible assets into the equation. Find out how the shift from tangible to intangible assets has transformed over the decades, and why intangible assets now make up a majority of companies assets in the S&P 500. Get insights on the role of generative AI in enhancing productivity and firm value. Learn about the importance of data and organizational capital in today's economy. Are you curious about how intangible assets can give companies a competitive edge? Do you want to know how generative AI is reshaping industries and occupations? Find out the answers to these questions and more in this Intangible Assets Revolution episode with Andrea Eisfeldt.

In this episode, Rory speaks with Greg Adams, CFO of the American Management Association and author of the darkly humorous financial crime thriller "Green Shades: Accountants Aren't Supposed to Die This Way." Discover how Greg's novel blends financial details with a suspenseful storyline, following the protagonist, Dex McCord, who finds himself ensnared in an international cover-up with major global consequences. Learn about the significant roles and earning potentials of CFOs, the evolving landscape of finance, and the importance of branding to attract talent to the accounting profession. Listen as they discuss the need for developing personal skills like communication and leadership to excel in today's workplace. Are you curious about how to make accounting more attractive and engaging? Do you want to know the inside tips and topics about the accounting world included in Greg's novel? Find the answers to these questions and more in this financial crime thrilling episode with Greg Adams.

In this episode, Rory Henry welcomes Derrick Kinney, author of Good Money Revolution, and media personality seen on Fox, CNN, Forbes, and CNBC. Derrick shares his journey into financial services, driven by a desire to help people like his parents access vital financial knowledge. Discover how Derrick's innovative approach and strategic partnerships have helped advisors build seven to eight-figure businesses while living purposefully and doing good. Learn about the importance of routines in generating revenue, the value of having a dream team, and how setting clear, actionable goals can lead to success. Derrick also discusses the significance of creating a culture that addresses employees' holistic well-being and the power of owning a problem to differentiate yourself in the advisory space. Tune in for an insightful conversation packed with actionable strategies to elevate your practice and make a meaningful impact. Are you curious about how to implement a purpose-driven business model? Do you want to know how strategic partnerships can accelerate your growth? Find the answers to these questions and more in this Good Money episode with Derrick Kinney!

In this episode, Rory speaks 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.

In this episode, Rory Henry speaks with Joe Moss, co-founder of Pro Advisor Suite, a thriving community of advisors advancing tools and services in the wealth tech space. Discover Joe's journey from CRM consulting at Simplicity Ops to creating Pro Advisor Suite, focusing on advisor tech, marketing strategies, and AI. Learn about the rapid evolution of advisor technology, including the influx of AI tools, and their impact on efficiency and client service. Joe emphasizes the importance of building and nurturing online communities, sharing practical strategies and insights on LinkedIn growth and the use of leaderboards. Are you curious about the future of advisory roles in the age of AI? Want to know how data tracking can optimize your business decisions? Find the answers to these questions and more in this insightful episode with Joe Moss.

In this episode, Rory Henry speaks with Dave Connolly, co-founder and CEO of Nudge, a top-rated platform for advice engagement. Discover the journey that led to the creation of Nudge and how it helps advisors ensure clients take actionable steps towards their financial goals. Learn how Nudge integrates behavioral finance principles, to reduce cognitive load and prompt clients to move from inaction to action. Find out how timely reminders and efficient task management enhance client engagement and satisfaction. Are you curious about implementing nudge theory in your practice? Do you want to know what the Zeigarnik Effect is? Find the answers to these questions and more in this insightful episode with Dave Connolly of Nudge!

In this episode, Rory speaks with Nate Hoskin, a nationally recognized financial planner and social media thought leader who specializes in working with millennials and Gen Z. Discover how Nate's strategic use of platforms like TikTok, Instagram, and YouTube has catapulted his visibility, amassing over 226,000 followers. Learn about his approach to providing online educational content tailored to attract HENRYs (High Earners Not Yet Rich). Explore the techniques Nate employs to produce compelling short-form videos that not only gather views but also convert followers into clients. Are you curious about integrating social media into your business strategy? Wondering how to create content that resonates and drives engagement? Tune in to uncover these insights and more with social media financial advisor Nate Hoskin!

In this episode, Rory talks with Bari Tessler, a pioneer in the field of financial therapy and the author of The Art of Money. Discover how Bari uniquely combines psychology with practical financial guidance to help clients gain greater clarity and well-being around money. Learn about her three-step method involving Money Healing, Money Practices, and Money Mapping, which helps individuals navigate their financial lives with greater awareness and intention. Explore the impact of emotional healing on financial behaviors and find out how mindfulness can transform your financial decision-making process. Do you want to know how you can use rituals like 'money dates' and regular financial check-ins to improve your habits? Wondering how to align your financial actions with your life's phases and priorities? Tune in to uncover these insights and more with financial therapy pioneer Bari Tessler.

In this episode, Rory welcomes Jason Yeh, founder of Adamant Ventures, to explore the world of venture capital and how he is helping founders fundraise with confidence. Discover the crucial role context plays in successful fundraising and learn best practices for engaging investors. Explore Jason's "Narrative B.I.G." methodology and understand why venture capital is often a game of home runs and strikeouts. Learn how Jason simplifies the complex process of fundraising, making it more accessible and less intimidating for new founders. Find out how investor psychology influences fundraising outcomes and why understanding this can be a major advantage for entrepreneurs. Are you curious about the keys to effective communication in venture capital? Do you want to know how to tailor fundraising strategies to match investor psychologies? Find out the answers to these questions and more in this Fundraising Founder episode with Jason Yeh.

In this episode, Rory speaks with Anthony Venette, a CPA and accredited business valuation professional, about the significant Supreme Court case, Moore v. United States. Discover how this pivotal case challenges the foundation of the current tax code and has the potential to reshape future taxation. Learn about the three primary business valuation methods discussed: the income approach, the market approach, and the asset approach, for determining fair market value. Anthony provides insight into the specifics of minority discounts, explaining the discount for lack of control and the discount for lack of marketability, which are crucial for valuing minority interests in businesses. Do you want to find out ways in which you can use the elevated gift tax exemption before before the it sunsets in 2025. Curious to learn more about strategies being used by privately held business owners? Find out the answers to these questions and more with business valuation and estate planning optimization expert Anthony Venette!

In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field of neurofinance. Discover how insights from neuroscience are being applied to analyze our financial decision-making. For example, learn why spotting a Louis Vuitton bag might trigger a desire to splurge, and how reflecting on personal values can help us resist such spending impulses. Learn about the latest research on the connection between brain physiology and financial behaviors. Find out why Oliver believes it is crucial to develop affordable technologies such as functional MRIs to visualize and understand the brain's responses to financial stressors and decisions. Want to see how lessons from The Karate Kid might apply to mastering personal finance? Curious about using the 'Boomerang Effect' to enhance your communication skills? Join us for this exploration of neuroscience, finance, and human behavior with Oliver Schnusenberg, Ph.D.

In this episode, Rory engages with Scott Rick, Associate Professor of Marketing at the University of Michigan's Ross School of Business, exploring tightwads and spendthrifts and their relationships to spending and saving. Scott shares his findings on how individuals' spending habits and attitudes toward money can influence relationship dynamics. Learn about the concept of "shopping momentum" and the "what the hell" effect, and how these behaviors affect financial decisions. Discover the importance of financial translucency in maintaining a healthy partnership and the strategies couples can employ to manage their finances effectively. Are you curious about how tightwads and spendthrifts can coexist in harmony? Do you want to understand the psychological underpinnings of your spending habits? Tune in to this episode with Scott Rick to as we dive into the world of Tightwads and Spendthrifts: Navigating the Money Minefield in Relationships.