AFO|Wealth Management Forward
For Entrepreneurs, Financial Advisors and Accountants
AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship.
Designed for CPAs and financial advisors to help them grown their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.
Designed for CPAs and financial advisors to help them grown their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.
Top mentioned books
Here are the most frequently recommended books on the AFO|Wealth Management Forward podcast:
#1 Mentioned in 2 episodes
Holistic Guide to Wealth Management
Rory Henry
#2 Mentioned in 1 episodes
Radical Pricing
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Jody Paydar
#3 Mentioned in 1 episodes
Make or Break Conversations
Mary Schmid
