AFO|Wealth Management Forward

Rory and Rob speak with Charles Paikert of Barron's Advisor and The Family Wealth Report about the latest RIA M&A activity. In this episode, Charles gives insight into the continued RIA activity in light of a looming recession. Listen as they discuss why Private Equity and the large consolidators love the RIA model of recurring revenue, low overhead, a fragmented market, strong cash flow, and high margins. Discover why the 2022 market decline is helping firms who are able to offer equity, allowing buyers to participate in the market rebound. Do you want to know what firms are doing to attract top talent? How are the David's of the world competing with the Goliath's? Find out the answer to these questions and more in this latest episode with longtime industry observer Charles Paikert! Charles Paikert LinkedIn: https://www.linkedin.com/in/charles-paikert-48965112

Rory Henry and Will Hill of Will Hill Consults talk with Giles Pearson of Accountests as they discuss ways to screen, score and secure top talent. Listen as Giles explains how firms are using Accountests to assess applicants' technical knowledge and critical reasoning skills. Discover ways to avoid bad hires that can be a drain monetarily and culturally. Giles discusses personality profiles and how you can utilize them to create a professional development plan. Do you want to know the key differences between a  Finder Grinder, or Minder? Do you want to know the competency that makes up a successful accountant? Find out the answer to these questions and more on this latest episode with Giles Pearson of Accountests. Use AFO50 for a 50% discount on a first purchased test if used in the next 3 months. Free Trail available on www.accountests.com

Rory Henry and Will Hill of Will Hill Consults talk with Glenn Dunlap of Peerview data as they discuss how to use data to provide businesses with actionable insight. Listen as Glenn explains how firms are using Peerview to help businesses make more informed decisions by leveraging data from 1000's of companies. Learn tips on how to frame the advisory conversation with actionable data to help drive a companies growth. Get their thoughts on the E&Y company split and the future of advisory services in the profession. Are you a business that wants to know how you stack up financially in comparison to your peers? Are you a CPA looking to provide enhanced advisory services to clients? If so, you won't want to miss this episode with Glenn Dunlap from Peerview Data.

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Amrith Ramkumar of The Wall Street Journal about ESG backlash which is at odds with companies and investors. Listen as they talk about the clean energy provisions and tax incentives associated with the Inflation Reduction Act. Amrith discusses the Anti-ESG Chevron campaign by Vivek Ramaswamy to slow spending on its energy-transition plan. Are big energy companies investing more into clean energy? Do you want to know what the Anti-ESG movement is? Find out the answer to these questions and more on this podcast with Climate Finance Reporter Amrith Ramkumar from the Wall Street Journal.

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.

Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource, and the benefits of a virtual practice. Listen as Derek explains the core tenets of building a great team and the 3 competing forces of a professional services organization: good client services, profitability for a company, and employee well-being. Learn how Derek built his Cannabis niche firm and how it evolved over time from doing just tax prep to providing more advisory services. Discover ways in which producing great content can lead to better trust and rapport with clients. Do you want to know ways in which you can create a better work-life balance? Do you want to know the 3 ways to identify a possible niche? Find out the answers to these questions and more in this Cannabis accounting podcast episode!

Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of  "The Human Side of Money" podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age, and education, it was our view of our future self that drives our savings. Listen as they discuss the evolutionary drivers of long-term decision-making and how it effects our ability to save money. Do you want to know why a powerful question is a superpower? Is our relationship to money really formed in our childhood? Find out the answers to these questions and more on this Human Side of Money Podcast with one of the leading voices in Behavioral Finance.

Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain tax alpha through tax loss harvesting that can be done on a daily basis. Learn how to utilize personalized indexing to build a portfolio of companies that reflect your values. Do you want to know how Personalized Indexing allows you to buy and sell stocks without violating the "Wash Sale Rule?" Find out the answer to this and more in this Vanguard Episode with Jonathan Hudacko.

Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement in accounting. In this episode, Dan talks about Digital Transformation and the importance of being intentional when growing your firm. Listen as they discuss ways to better connect with the younger generation, with the average age of a business owner being 31 years old. Find ways to navigate technology, so you're not creating a "Frankenstein's Monster" of apps for your firm and clients. Is private equity going to disrupt the accounting profession? Find out the answer to this and more in this latest episode with one of the leading voices in Accounting!

Rory interviews Will Hill from Will Hill consults as he talks about change management, people, and processes. Discover ways to communicate change effectively through your company's mission and values. Learn tips on best practices to help guide you through the change management process. Find ways to communicate for the pain you are solving or the gain you are after so employees feel empowered. Will discusses ways in which you can identify opportunities, measure processes, and how to put an action plan in place. Is the definition of communication "Message Sent = Message Received?" Find out the answer to this question and more in our latest episode on Change Management with guest Will Hill!