AFO|Wealth Management Forward

Rory and Arrowroot Family Office VP Daniel Casey are joined by The Blockchain Accountant, David Spencer from DKS Tax and Consulting to discuss recent events in blockchain and how to navigate the young but exciting space. They discuss various crypto tax implications, how to maximize income from crypto investments, and the importance of record keeping. The three avoid jargon by utilizing simple analogies in order to allow the everyday person to understand complex blockchain and crypto concepts. Discover diverse ways that crypto is being used like a dividend and how blockchain technology is revolutionizing the way we conduct commerce. Connect on LinkedIn: Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Daniel Casey: https://www.linkedin.com/in/dancaseyadv/ Connect with David Spencer: David Spencer CPA LinkedIn Profile Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/https://wealthmanagementforward.com/ If you are interested in contacting David, you can reach him here: Website: DKS Tax and Consulting

Rory and Arrowroot Family Office VP Daniel Casey are joined by Dr. Sean Stein Smith, Professor at the City University of New York – Lehman College, Forbes Crypto and Blockchain Contributor, and advisor to the Wall Street Blockchain Alliance. In this episode, Dr. Sean discusses the latest in the world of blockchain and the difference between cryptocurrency and crypto-assets. Listen as Dr. Sean talks about NFTs and the impact they are having on the greater ecosystem, as well as the potential of DAOs (Decentralized Autonomous Organizations). Do you want to know to hear what Dr. Sean says about President Biden’s Executive Order? What CPAs and advisors should focus on when talking to clients? And the potential fallout of CBDCs (Central Bank Digital Currencies) from China, the US, and other counties? Find out the answer to these questions and more on this action-packed blockchain and crypto episode! For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Dr. Sean Stein Smith: https://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Daniel Casey: https://www.linkedin.com/in/dancaseyadv/ Articles from Dr. Sean Stein Smith: https://www.forbes.com/sites/seansteinsmith/?sh=24a3d8cd61cf Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/https://wealthmanagementforward.com/

Rob and Rory are joined by Peter Magaritis, CPA and Certified Speaking Professional, the author of Off Script: Mastering the Art of Business Improv. In this episode, Peter discusses how you can apply the 3 main tenets of improv: Honesty, Trust, and Support to help you communicate better with your team and clients. Discover the power of active listening and how the willingness to be changed by another person's thoughts can significantly improve your connection with people. Did MLK improvise his “I Have a Dream” speech? Why was Steve Jobs such a good speaker? You can find out the answers to these questions and more in this fast-paced, educational, and fun-natured episode with CPA turned Improvisor Peter Margaritis.

Rob and Rory are joined by Geraldine Carter, business coach and host of the leading podcast “Business Strategy for CPAs,” as they discuss how firms can transition to a more efficient recurring revenue subscription model. Listen as they talk about the importance of looking at the lifetime value of clients, how firms should communicate value in their messaging, and the importance of investing in sales and marketing. Want to know how accounting firms can leverage the business models of Netflix, Amazon, and Adobe to become vastly more profitable? Well, find out the answer to this question and more in this latest episode with the business coach for CPAs.

Rory is joined by Kelly Gonsalves, Founder of Totally Booked and Totally SEO, who is also an Insightful Accountant Top 10 ProAdvisor. Kelly discusses her journey and how she was able to leverage the power of digital marketing to grow multiple successful businesses. Learn about ways to optimize your website so search engines will pick it up and hear why she considers blogs the meat and potatoes of SEO. Discover what Kelly says about selling with empathy as she provides some simple methods on how accountants can better connect with clients. Why is it essential to find out what a person is into, where they want to go, and how they want to grow? Find out the answers to these questions and more in this Totally Booked Totally SEO episode with one of the accounting profession's brightest stars! Connect on LinkedIn: Connect with Sylvia Gonsalves: https://www.linkedin.com/in/bookkeepingkelly/ Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Sylvia Gonsalves Totally Booked: https://totallybooked.nyc/ Totally SEO: https://www.totally-seo.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Managing Director Diane Young are joined by psychologist, family wealth consultant, and executive coach Dr. Moira Somers who is the behavioral strategist at Knudge (a FinTech company dedicated to improving follow-through on financial advice), as well as the founder of consulting company Money, Mind and Meaning. In this episode, find out the answer to these two questions: why is it hard for people to do the right things for their well-being? And what can be done to make meaningful changes in their behavior? Listen as they talk about one of the most dangerous assumptions an advisor can make when dealing with a client and how you can get advice to stick using the acronym F.A.C.T.S. Check out this episode to learn more about human psychology when it comes to money and meaning! Connect on LinkedIn: Connect with Dr. Moira Somers: https://www.linkedin.com/in/moira-somers/ Connect with Diane Young: https://www.linkedin.com/in/dianeyoung/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Dr. Moira Somers Money, Mind, and Meaning:https://moneymindandmeaning.com/ Knudge: https://knudge.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Rob are joined by Andrew Einhorn, CEO and Co-Founder of Level Fields. Andrew has worked with Fortune 500 companies and governments across the world via his cutting-edge data analytics and intelligence solutions. His latest endeavor with Level Fields incorporates an AI-driven fintech application that automates investment research in order to formulate event-driven analytics. Users receive insights into the most crucial market disturbances like cyber breaches, train derailments, product launches, and earnings announcements in order to make more informed investment decisions. Hedge fund managers already rave over the hundreds of hours worth of research saved with Level Fields’ market insights just “two clicks” away. With event-driven analytics quickly gaining traction, Andrew shares how the biggest market news headlines have revealed 10-25% gains upon their announcements, with a few reaching 100% within a week. We discuss Gamestop’s anomalous rise and fall, and we touch on how Level Fields would respond when someone like Jeff Bezos stepped down. With 25 unique scenario-based platforms – and 70 more on the way – find out how event-driven analytics with Level Fields can bring a new perspective to the way you and your business approach investing. For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Andrew Einhorn: https://www.linkedin.com/in/einhorn/ Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Level Fields: https://www.levelfields.ai/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory Henry and Rob Santos are joined by Aaron Klein, Co-Founder, and CEO of Riskalyze, a leading risk assessment platform that serves tens of thousands of financial advisors. In this episode, learn why information and confirmation bias can profoundly affect how people make decisions about risk. Find out why over the last 25 years, markets very rarely hit their averages and how advisors can use a 95% historical 6-month analytic to help clients make better short-term decisions. Also, listen to what Aaron says about the 2000 Market Crash, 2008 Financial Crisis, and 2020 Pandemic and what advisors can do to build client confidence during these times. Are deeper and richer workflow integrations the future of Fintech? Do you want to know two simple questions to gauge someone's honest thoughts and feelings on the market? Find out the answers to these questions and more in this action-packed episode with one of Fintech's leading voices.

In this ESG investing episode, Rory and Rob are joined by Boris Khentov, the SVP of Operations and Sustainability at Betterment and a fintech advisory committee member at FINRA. Listen as they dissect the history and usage of various terms, from ESG to Socially Responsible Investing. Learn about the rapid growth of socially responsible investing and how investors, now more than ever, can directly alter the course of business activities via shareholder rights. Find out why the SEC is starting to formulate new rules, as more than $50 billion flowed into ESG funds alone in 2020, and how the Big 4 accounting firms will be certifying reports sooner rather than later. Listen to this episode to find out how to invest in companies that empower minorities, female-led companies, and ones that are creating meaningful change. Lastly, Boris talks about his background as a tax lawyer and how Betterment's tax-loss harvesting and tax-coordinated portfolios technology can help generate higher expected long-term returns. Check out this latest episode to learn more about ESG and socially responsible investing. Don't forget to subscribe and rate our podcast! For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Boris Khentov: https://www.linkedin.com/in/boris-khentov-11977436 Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Betterment: https://www.betterment.com/advisors https://www.betterment.com/work Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Managing Director Mark McCarron are joined by Donny Shimamoto, CPA, CITP, CGMA to talk about ESG (Environmental, Social, and Governance) and ESG reporting. Donny is the Managing Director for Intraprise Techknowlogies, he leads The Center for Accounting Transformation and is the AICPA Chair for the National Conference of Lawyers and CPAs. In this episode, Donny explains what ESG is, why it is here, and the various ways it is being reported. Also, find out why it’s essential for organizations to be good citizens and how we, as investors, employees, and consumers, can help drive companies to make meaningful change. Hear Donny’s thoughts on how a new generation of employees are less concerned about money and more about making a positive impact in the world. Listen as they discuss topics like ExxonMobil, the harmful effects of Blockchain on the environment, and the importance of Cybersecurity in our ever-evolving digital world. Don’t miss out on this episode to learn more about all things ESG.