AFO|Wealth Management Forward

Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth clients. Find out how asset protection and wealth preservation go hand in hand with a client's tax strategy. Listen as Rob and Mark discuss generational wealth transfers and how to work with complex family dynamics. Discover how you can utilize a family office team model of an attorney, accountant, and wealth manager to provide clients with greater peace of mind. Do you know why you shouldn't "Let the tax tail wag the dog"? Find the answer to this and more with Rob and Mark in this Generational Wealth episode.

Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about community and the power of collaboration. Roundtable Labs members include accountants, CPAs, bookkeepers, EAs, and firm owners from over 40 states and 4 countries. Listen as they discuss how to leverage the knowledge and experience of a community to solve real business issues. Richard and Dave cover topics ranging from hiring and firing, onboarding, technology adoption, and how to best navigate an ever-changing business world. Find out how they created a community that takes competitors and makes them collaborators. Is there a community to help conquer "Imposter Syndrome"? Do you want to know how a community can help you hire ideal candidates? Find out the answer to these questions and more in this Community episode with Richard Roppa-Roberts and Dave Kersting!

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 technology companies can better form relationships with clients. They discuss the Finite vs. Infinite game and how being an infinite game player is about an abundance mindset and continual improvement. Why do some partnerships and relationships last for a lifetime while others fall apart and end badly? How can you identify finite vs. infinite game players? Find out the answers to these questions and more in this episode with one of Accounting & Technology's leading voices.

Rory is joined by Will Hill of Will Hill Consults and Vipul Sheth of Advancetrack Outsourcing to talk about outsourcing, technology, and firm efficiency. Learn how firms can strengthen their staff, provide greater client outcomes and grow their practice through the implementation of outsourcing. Vipul discusses the advancements in technology over the last decade and the increased acceleration of outsourcing that's occurred due to the pandemic. Discover how firms attract, retain, and create more fulfilled employees by freeing up more time to work on higher-valued services. Check out this latest episode with one of the global leaders in Outsourced Accounting! 

Rory Henry and Will Hill talk with Amber Setter of Counscious about coaching, leadership, and staff development. Discover why Amber believes coaching with empathy and building relationships is vital to leading in today's environment. Discover what "Brain Offload" means and how to engage clients in their decision-making by reaching their brain's emotive and sensory parts. Learn ways to actively listen and ask powerful questions to uncover solutions to problems that haven't existed before. Is our mental health crisis resulting in employers paying full-time wages for part-time contributions? Do you want to know the direct and indirect costs of replacing an employee? Find out the answers to these questions and more in this Conscious CPA episode!

Rory and Dan Casey of Arrowroot Family Office talk with Tom Wheelwright about his latest book: The Win-Win Wealth Strategy 7 Investments the Government Will Pay You to Make. Listen to ways the government incentivizes through tax benefits: Business Ownership, Real Estate, Energy, Technology, Agriculture, and Retirement Savings. Discover why real estate is a multi-dimensional asset class that offers both tax savings and wealth-generating capabilities. Tom breaks down the 4 categories of earners and approximately what they pay in tax: Wage Earners (40%), Self-Employed (60%), Big Business (20%), and Professional Investors (as little as 0%). Find out why the government grows the economy through incentivizing the balance sheet, not the income statement. Are the tax benefits of starting a business greater than the cost of starting one? Do you want to know how the govt. can help you buy a Ferrari, a boat, or a house? Find out the answer to these questions and more in this Tax Saving and Wealth Building episode!

Rory is joined today by guest co-host Dawn Brolin “The Designated Motivator” from Powerful Accounting, as they interview Sue Enquist, Former Head Coach of UCLA Softball and 11-time National Champion, about executive leadership, culture, and softball! Sue talks about the influence of John Wooden and the Pyramid of Success, her work helping the USA Volleyball team win Gold, and how we can better lead the younger generation. Discover what a Failure Recovery System is and how it can help you deal with adversity. Do you want to find out how to create a colleague-driven culture? How to motivate performance-driven vs. relationship-driven employees? Find out the answer to these questions and more in this Motivating podcast episode!

Rory is joined by Will Hill of Will Hill Consults to talk with Ryan Conn of Shelton & Assoc. CPA and CS Business Consulting to talk about his SWAT Team experience and how he used it to build his firms culture. Learn about how Ryan uses his law enforcement background to structure teams and develop leaders. Find out the difference between creating capacity and creating space at your firm. Discover what Ryan says are his 28 metrics he is looking for when hiring a new staff member. Is Ryan's best employee someone he stole from Chick-fil-A? Is running a firm tougher than carrying a rifle, shield, and gas mask? Find out the answer to these question and more on this SWAT-inspired episode!

Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting to talk about mindset. Find out why we act and react habitually, why we make the choices we make, and what causes us to either take action or sit on the sideline. Learn about Joey's subconscious mind training and how to achieve uncommon results through uncommon actions. Discover the secrets CEOs use to transform their companies, how to reframe past failures, and how to focus your attention to guide your intention. Do you want to know how subconscious mind training differs from The Law of Attraction, The Secret, and The 5 AM club? Find out the answer to this question and more on this Mindset Episode!

Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at FreshBooks about advisory, community, and work-life balance.   Discover why Twyla believes "Intentionality" is so important and how firms can start thinking strategically about their future. She shares her thoughts on the profession having a "Reconciling Moment" and how firms can address issues such as embracing technology, changing up services, and staffing. Twyla talks about her Women in Accounting platform and how she is helping women through mentorship and community. How can firms move from being reactive to proactive? Do you want to know Twyla's definition of Advisory? Find out the answers to these questions and more in this latest episode.