AFO|Wealth Management Forward

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with Glenn Harper and Julie Smith of Harper CPA Plus to talk about developing a firm culture. Learn about the importance of building a brand and internal culture that brings everyone together to achieve a common goal. Find out what Glen and Julie say sets them apart from most firms and why they seek out people who welcome change. Would you like to know how to deal with problem clients, better your internal processes, and improve recruitment? Find out the answers to these questions and more in this episode on firm culture! Connect on LinkedIn: Connect with Glenn Harper: https://www.linkedin.com/in/glenn-harper-1306738 Connect with Julie Smith: https://www.linkedin.com/in/julie-smith-331431151 Connect with Will Hill: https://www.linkedin.com/in/wghill/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Harper CPA Plus: Accounting Firms Columbus Ohio, CPA Services | Harper & Co (harpercpaplus.com) EmpowerCPA: https://empowercpa.io/ Will Hill Consults: https://willhillconsults.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In this episode, Peter talks about the evolution of Cloud computing and how recent innovations in tax technology are finally starting to take hold. Find out how Tallyfor is cutting down the time it takes professionals to go from book to tax and how Peter converts data to streamline the tax planning process. Peter talks about the evolution of Web 1.0 and hyperlinks to Web 2.0 and API's to now Web 3.0, an environment that he says creates "Trust Everywhere." What is Tax Tech? In the world of excel, is one person's security blanket a firm's albatross?  Are we all going to be jobless and waited on by Robots? Find out the answers to these questions and more in this latest episode. Connect on LinkedIn: Connect with Peter Wen: https://www.linkedin.com/in/peterwen/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Mark McCarron: https://www.linkedin.com/in/mark-mccarron-cfp%C2%AE-enrolled-agent-a1036712/ Learn more about Tallyfor:https://tallyfor.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The President of Universal Accounting Center, Roger Knecht , about actionable steps  accountants can take to grow their business. In this episode, Roger talks about M.A.P. (Marketing/Sales, Accounting Services, Production) as way to breakdown pain points in growing your firm. Find out what Roger says about marketing and the benefits of being a resource for quality content through TOMA (Top of Mind Awareness). Listen to what Roger says about imposter syndrome and how practitioners can overcome their fear of advisory. Lastly, discover ways to increase your pricing, provide more value to clients, and ways to handle "Shiny Object Syndrome" when adopting new technology. Connect on LinkedIn: Connect with Roger Knecht: https://www.linkedin.com/in/rogerknecht/ Connect with Will Hill: https://www.linkedin.com/in/wghill/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Universal Accounting Center: https://universalaccounting.com/ Will Hill Consults: https://willhillconsults.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob Lewis, about the latest M&A activity in accounting. In this episode, Bob talks about how we could see more accounting firms being acquired by RIAs as more firms integrate tax planning with wealth management. Listen as Bob discusses how 85% of firms have an unfunded partner buyout and why private equity is getting increasingly involved in the space. Discover why 1 out of 2 firms over $10 million ask Bob to acquire non-accounting practices like software, cybersecurity, and medical consulting companies. Are real estate niches the most profitable? Is exit planning a gateway to greater profitability? Learn the answers to these questions and more with one of the professions leading voices. Connect on LinkedIn: Connect with Bob Lewis: https://www.linkedin.com/in/bob-lewis-3aa62a11/ Connect with Will Hill: https://www.linkedin.com/in/wghill/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ The Visionary Group: https://thinkvisionary.com/ Will Hill Consults: https://willhillconsults.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by Guest Co-Host Blake Oliver, Founder of Earmark CPE and The Cloud Accounting Podcast, as they talk with Warren Pennington, Head of Fintech Strategies at Vanguard, which manages over $7 Trillion in assets globally. Discover what Warren says about the importance of technology, creating an environment for people to trust, and how Vanguard is continually finding ways to increase savings for the end client. In this episode, Warren discusses some of the latest advancements in disruptive technologies, from Blockchain to Natural Language Processing. Can computers figure out Elon Musk and sarcasm? Is Robinhood really free? Find out the answer to these questions and more in this latest episode with one of Fintech's leading innovators. Connect on LinkedIn: Connect with Blake Oliver: https://www.linkedin.com/in/blaketoliver/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Earmark: https://earmarkcpe.com/ Vanguard: https://investor.vanguard.com/home Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by Ron Saharyan, Co-Founder of Profit First Professionals and Co-Host of the Grow My Accounting Practice Podcast. Learn why the Profit First Methodology has helped over 650,000 businesses globally and how he and the organization are leading the charge to eradicate entrepreneurial poverty. Find out how a small shift in your business model from Sales – Expenses = Profit to Sales – Profit = Expenses can dramatically change your business and life. Discover the power of profit and how you can pay yourself, save for taxes, and have 3-6 months of core capital. Do you want to know what Parkinson's law, Stephen Hawking, and a tube of toothpaste have to do with running a business? Find out the answer to this and more in this Profit First episode! Email rory@arrowrootfamilyoffice.com and first 10 professionals will get a Profit First Book! Connect on LinkedIn: Connect with Ron Saharyan: https://www.linkedin.com/in/ron-saharyan-3846a8 Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Profit First Professionals: https://profitfirstprofessionals.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/ Resources: Book: https://mikemichalowicz.com/profit-first/

Rory is joined by Arrowroot Family Office Partner Michael Knittel and David Spencer of DKS Tax and Consulting as they discuss the latest developments in blockchain, cryptos, and NFTs. In this episode, listen as they discuss the news of Fidelity allowing bitcoin in 401ks, the explosion of NFTs as a crowdfunding source, and the best places to gather information on these emerging technologies. Find out what they say about NFTs like Bored Ape Yacht club and the licensing earnings potential for their owners. Do you want to know why brand-name companies like Nike, Apple, and Amazon are getting involved in the metaverse and why NFTs could be seen as the new AMEX Black Card? Find out the answers to these questions and more in this action-packed episode. Connect on LinkedIn: Connect with Mike Knittel: https://www.linkedin.com/in/lagunitasiq/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with David K Spencer: https://www.linkedin.com/in/businesswise/ DKS Tax & Consulting: https://www.dks-tax.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once Accounting. Once Accounting is a client integration tool for CPA firms that allows them to manage all of their client’s books in a single location. In this episode, Will discusses how his father Ford Baker built a technology out of the pain points he was experiencing at his own firm and his desire to spend more time with his family. Discover what he says about being part of the AICPA/CPA.com Start-Up Accelerator 2022 program, the implications of real-time data on client services, and his thoughts on how to solve the capacity problem that is plaguing many firms. Don’t miss this episode to learn more about the latest technological advancements in public accounting. Connect on LinkedIn: Connect with Will Baker: https://www.linkedin.com/in/willbaker55/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Mark McCarron: https://www.linkedin.com/in/mark-mccarron-cfp%C2%AE-enrolled-agent-a1036712/ Once Accounting: https://www.onceaccounting.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/https://wealthmanagementforward.com/

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, a leading turnkey Asset Management Platform that serves over 2100 Firms. He has a Ph.D. in Psychology from BYU, and he recently co-authored a New York Times Best-Selling Book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management. In this episode, Daniel talks about the 3 E’s that finance professionals need to use when advising clients: Education, Environment, and Encouragement. As advisors, we need to educate our clients, set up the right environments and offer encouragement like personal trainers and nutritionists do. Find out why he believes we are working with an iPhone 1 brain in an iPhone 13 world since it’s been 150,000 to 200,000 years since our brains have been upgraded. We were designed to keep ourselves from scarcity and starvation but live in a world where, at least in the West, more people die of obesity than starvation. Daniel also touches on the importance of making financial decisions when in the right state of mind and uses the Acronym HALT to communicate how people make statistically worse decisions when they are (Hungry, Angry, Lonely, or Tired). Find out how research on criminals in the Norwegian Underworld has shown how people spend, save, and invest their money differently based on how they generate it. Don’t miss out on this exciting episode to learn more about the human condition and how we view and interact with money.

Rory Henry and Managing Director Diane Young discuss the latest developments in SECURE ACT 2.0 which has major ramifications for retirement. The House passed the bill by a vote of 414-5 and it is set to go to the Senate before making its way to the President’s desk. Learn about the proposed changes to RMDs, Catch Up Contributions, and how provisions in the bill will help those paying for student loans put away for retirement. Diane talks about the importance of contacting your representatives and provides actionable steps on how to do so. If you are a business owner, retiree, or looking to find out ways to maximize your retirement, then you won’t want to miss this latest podcast!