AFO|Wealth Management Forward

Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding your passion and mental health. In this episode, Randy talks about his battle with mental health and how he is helping bring awareness by letting others know about his struggles. Listen as they talk about the powerful combination of visionaries, who have groundbreaking ideas, and their integrator partners who bring them to life. Find out what Randy says about Eisner Amber, Citrin Cooperman and Private Equity's increased involvement in accounting. They discuss the importance of a niche,  how to become an expert in a field and educating others to help drive business growth. Don't miss this episode with one of the accounting professions leading voice "The Unique CPA" Randy Crabtree.

In this episode, Rory speaks with Randy Fox of Two Hawks Consulting about wealth and charitable planning strategies. Randy talks about exit planning strategies, personal goodwill, and how to carve out the value attributed to an owner's name, reputation, and key relationships. Discover why CPAs are uniquely positioned to help families and business owners with their estate planning needs. Randy breakdowns the 3 possible beneficiaries of a person's assets: the family, the government, or charity. Why do so many business owners prioritize tax savings during their wealth accumulation phase but fail to plan for taxes during the exit phase? Do you want to know what Robin Williams, Aretha Franklin, and Prince have in common? Find out the answer to these questions and more on this Goodwill Hunting episode with wealth and charitable advisor Randy Fox.

In this episode, Rory interviews Adam Lean, the Co-founder, and CEO of the CFO Project, a company that provides training to financial professionals on how to offer CFO services. Adam shares the top ways to communicate financial concepts to business owners using a language they understand, rather than accounting terminology. Find out why Adam believes that 90% of an accountant's work will be done by AI and how practitioners can leverage it to provide more value. Discover why Adam thinks the role of a CFO should be to generate and sustain cash flow for their business owner clients and how to start that advisory conversation. Do you want to know why even a CFO for a large corporation like Coca-Cola or Microsoft could fail a client? Is reviewing a balance sheet with a dentist owner client the equivalent of getting your teeth pulled? Find out the answer to these questions and more on this CFO Project episode with Adam Lean.

In this episode, Rory speaks with Darren Gleeman, Managing Partner of MBO Ventures, to discuss Employee Stock Ownership Plans. Darren shares his journey, from developing a high-frequency trading platform used in 1% of US market daily trades to now helping companies implement ESOPs. Listen as he discusses the beneficial tax treatment and why ESOPs are attractive to owners and employees of a corporation. Learn why the government views ESOPs as good public policy and how companies are leveraging them to increase retention rates. Do you want to know how a company can obtain tax-free income? Are you interested in finding out if an ESOP is right for your organization? Find out the answers to these questions and more in this ESOP episode with Darren Gleeman.

In this episode, Rory speaks with Dr. Jordan Hutchison from Shaping Wealth about behavioral finance and flow. Listen as Dr. Hutchinson talks about his research on flow and how it can be achieved by doing something that is enjoyable, intrinsically motivating, and has a defined goal. He also explains how to structure your day to increase the likelihood of entering a flow state, and why flow occurs when you're doing a task that is both challenging and requires a high level of skill. Listen as they discuss the concept of "identity" and how people like Tom Brady or those who retire can find fulfillment in other pursuits. Do you want to know how executives in flow are doing 10-15% more work? Do you want to know why behavioral finance is like gravity? Find out the answers to these questions and more in this FLOW episode with Dr. Jordan Hutchison.

Rory is joined by 2022 Women Entrepreneur of the Year Susan Bryant, CPA, CTC, and Principal at MB Group to talk about her entrepreneurship experience, growing an accounting firm, and how we can better serve our clients. Discover lessons learned from Susan's Goldman Sachs Small Business Program experience and her thoughts on a Many-to-One service model. Find out how Susan is leveraging EOS (Entrepreneurial Operating System) to run her business and better assist her small business owner clients. Are you looking for ways to delegate client duties effectively to other staff members? Do you want to know how shifting to a subscription model like Amazon and Netflix can increase client satisfaction? Find out the answer to these questions and more with 2022 Women Entrepreneur of the Year Susan Bryant.

Rory is joined by Kelly Mann, CEO and Co-founder of AuditMiner, as she shares her story of surviving breast cancer and creating a technology in the midst of a global pandemic. Listen as Kelly talks about her FBI Training experience in Quantico, Virginia and what led her back to the world of public accounting. Discover how Kelly identified major pain points in the 401k process and how googling "How to start a technology company" changed her life. Learn how Kelly and her team have standardized the 401k datasets which are saving firms 10-20 hours on plans. Do you want to know the secret to building a great workforce? Find out the answer to this and more in our latest episode with Audit Technology CEO Kelly Mann!

Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth as they talk about advice engagement. Learn about SECURE ACT 2.0 and the changes to RMD's, college savings, and retirement planning. Discover why fear, confusion and anger are the three main emotions people have when dealing with taxes. Find out why Ross believes advisors should be doubling down on student loan planning. Do you want to know what 2 out of 3 survey participants sought advice for from a CPA? Do you want to know why visuals are so effective in communicating complex concepts? Find out the answer to these questions and more with Ross Riskin in this Advice Engagement episode!

Rory is joined by former Managing Partner at BDO, current executive leadership coach and CEO Sensei John J. Fenton to talk about culture and how to win the battle for talent. Listen as John talks about why people skills, more than ever, are important for today's leaders. Discover what John says about how firms can create a culture of accountability. Do you want know what separates a good accounting firm from a great one? Do you want to know what John says are the top priorities for accounting firm leaders are in 2023? Find out the answer to these questions and more in this CEO Sensei podcast with Leadership Coach John Fenton!

Rory is joined by Loren Fogelman of Business Success Solution to talk about how to increase your prices and present your value. Learn about Loren's 5 step process to shift your business away from the “dollars-per-hour” model to a value-based model that reduces workload by as much as 50% while doubling revenues. Find out about Loren's good, better, best pricing methodology and how to increase your prices by as much as 3x. Is Starbucks really in the meeting space business? Do you want to know why you should add surge pricing like ,Uber, FedEx and Amazon? Find out the answer to these questions and more with Business Success Coach Loren Fogelman on this pricing and values based episode!