AFO|Wealth Management Forward

Rory and Rob are joined by Randy Johnston, CEO of K2 Enterprises, Co-Founder of Network Management Inc., and Podcast Host of the Technology Lab on CPA Practice Advisor. Listen as they discuss recent advancements in technology, how it’s changing the profession, and what it means to be advisory. Find out how Ben Franklin, George Washington, Thomas Jefferson, and the lessons of the farming revolution can be applied to the world of accounting today. Hear about the latest technologies that can help firms improve the client and team experience. Finally, Randy gives his 2022 predictions in which he touches on inflation, staffing shortages, and the opportunity for people to work fewer hours with greater profitability. Check out this action-packed episode with one of the leading voices in accounting and technology!

Rob and Rory are joined by Rachel Fisch, former National Bookkeeping lead at Deloitte and now Chief Global Development Officer for High Rock Accounting as they discuss the latest developments in the accounting profession. Learn why Rachel believes in the power of social media and how to utilize it to network and form deeper connections. Find out reasons why High Rock Accounting has been able to achieve, on average a 60% growth rate year over year for the last 8 years. Rachel also provides insight into company culture and the importance of humans, not technology, in providing a great customer experience. Lastly, get Rachel's thoughts on M&A activity, Private Equity’s Involvement in accounting, and High Rock’s plans for CPA World Domination! 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 Rachel Fisch: https://www.linkedin.com/in/rachelfisch/ 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 Highrock Accounting: https://highrock.co/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/

Fortune Magazine writer Megan Leonhardt who covers the intersection of policy and finance, joins Rob and Rory in this action-packed current events interview. In this episode, Megan talks about why "The Great Resignation” could be characterized as “The Great Reshuffling" as she discusses what happened with the 4.5 million Americans who walked off the job in November. They discuss the growing inflationary problem, why you shouldn’t buy a car, and how buying veggies can help curb the effects of high prices. Learn why 55% of the people blame the government for the supply chain crunch and why 4.8 million cases of parent worker burnout could have been preventable. Check out this episode to get the latest on the US economy, job market, and much more! 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 Megan Leonhardt: https://www.linkedin.com/in/megan-leonhardt-6024619/ Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Fortune Articles by Megan Leonhardt: The Great Resignation rages on as a record 4.5 million Americans quit/ 1/04/22 77% of workers say they’re returning to the office in January— and more than half are looking forward to it 12/8/21 4.8 million cases of workplace burnout among U.S. parents could have been avoided, report finds 12/2/21 55% of people blame the government for the supply chain crunch. But what’s actually behind the slowdown? 12/16/21 Here’s what 8 financial planners say you should do with your money during inflation 12/13/21

Rory and Managing Director Mark McCarron are joined by “The Blockchain Accountant” David Spencer, CPA and Certified Smart Contract Developer, the founder of DKS Tax and Consulting. Listen to this episode to learn more about cryptocurrency, NFT’s, and advancements in the Metaverse. Find out why David believes the key to mass adoption lies in the Warren Buffet principle of “People invest in what they understand.” Also, get detailed breakdowns of what the IRS considers a taxable event as the guys discuss Crypto and NFT transactions and their associated Gas Fees. See Find out why more and more major corporations like Apple, Nike, Ray-Ban are getting involved in the Metaverse and how they are helping drive its rapid development. If you are interested in learning more about these emerging technologies, check out this can’t miss an episode with “The Blockchain Accountant.” If you are interested in contacting David, you can reach him here: Website: DKS Tax and Consulting LinkedIn: David Spencer CPA LinkedIn Profile

Rob and Rory provide a year in review with highlights from top guests. Listen to Dr. Sean Stein Smith, Forbes Crypto Contributor, talk blockchain technology and the emergence of NFT's in April of 2021. Hear from Cody Barbo, CEO of Trust & Will, talk about the importance of Estate Planning and listen to Vanguard Economist Josh Hirt discuss the importance of Holistic advice. Get tips on how to grow your practice from accounting thought leaders Donny Shimamoto, Jody Padar (The Radical CPA), and Blake Oliver, host of the #1 Cloud Accounting Podcast. Listen to clips of guests from leading financial and accounting publications like The Wall Street Journal, Forbes, Accounting Today, and AccountingWeb.com. Check out this action-packed 2021 year in review episode, and don't forget to subscribe to the podcast to listen to more great guests in 2022.

In this episode, Rory and Diane Young, Managing Director at Arrowroot Family Office, are joined by Brenda Meller, Founder of Meller Marketing, which helps VIPs and Sales Leaders “unlock the power” of LinkedIn through strategy coaching, optimization, and training. In this episode, Brenda talks about the limitless potential of LinkedIn and how to harness the #1 professional business networking increasing that has over 800 Million global users. Find out why posts are for “TELLING” and your profile is for “SELLING.” Learn how to create engaging content, from your header to headlines to fun polls that invite users to interact with you and your audience. Lastly, discover the secrets to increasing your LinkedIn presence via likes, comments, and videos. Check out this latest episode with our resident LinkedIn Sales & Marketing Leader to better understand how to cultivate and grow your network.

In this episode, Rory and Rob are joined by Adam Holt, a “recovering” financial planner, thought leader, and founder of Asset-Map. Adam talks about how he used his background in architecture to develop a technology that helps advisors and people better understand their finances through simple visual frameworks. Asset-Map is a resource used by thousands of advisors and more than a million people globally. Learn how Asset-Map utilizes principles from Netflix and Amazon to help advisors suggest and not sell solutions to solve their client’s needs. Discover how advisors are using Asset-Map to assess their client’s financial makeup and how they can deliver advice in a fraction of the time. Asset-Map has proved to be a revolutionary tool for financial advisors. Find out more about Adam’s game-changing platform and how firms can start to harness the power of Asset-Map to grow their business.

Rob and Rory are joined by Charles Paikert, Contributing Writer for Barron’s Advisor and U.S. Correspondent for Family Wealth Report. In this episode, Charles talks about the frenzied M&A activity in the RIA space, which has a tremendous amount of demand and a limited amount of supply. He talks about $500 Million AUM firms getting more than 10X EBITDA with 80% to 90% cash at closing. They also talk about CI Financial’s rapid growth in the US market, where they have bought over 20 firms in a little over 22 months, with over $100 Billion of that being in Wealth Management holdings. Charles discusses the impact that Private Equity is having on M&A activity, citing 70% of deals were PE-backed in the 3rd Quarter in 2021. Learn why Private Equity is so attracted to RIA’s and how accounting firms can leverage this model to increase their enterprise value. Is Private Equity coming after Accounting Firms next? Find out on this engaging and informative podcast!

Rob and Rory are joined by Forbes Wealth Management Staff Writer Jason Bisnoff. In this episode, Jason talks about ESG investing and the problems from supply not meeting growing demand. He also touches on the belief that you have to look at these issues long-term by citing a CNBC report that GM will not be making gas-powered cars in 14 years, which would affect companies like ExxonMobil. Learn about the growing demographical shifts, how Robinhood millionaires are shunning financial advisors, and why some experts believe Millennials could drive a 30-year bull market. Also, you'll hear their thoughts on ARK Invest's prediction of a 200 Trillion Dollar innovation market that will come about from AI, Robotics, Energy Storage, and Blockchain. Don’t miss this episode covering Wealth Management, politics, hip hop, Squid Game, and the sports world

Rory is joined by Jelani Jenkins, founder of Postseason, and former NFL linebacker of the Miami Dolphins. Postseason is the first comprehensive, holistic online platform for retired athletes tailored to help them find purpose after their professional sporting careers. In this episode, Jelani takes us through his journey of retirement from the sport he loved and eventual self-discovery. He claims and has proved that is it possible to be equally passionate about life after the end of an athlete’s stint in the locker room. Using his application, he is trying to promote this idea and help all athletes rebrand themselves. He talks about how Postseason is all about encouraging a sense of comradery amongst fellow athletes to help with the feeling of isolation that one is hit by after retiring from their respective sport. He also touches on the importance of holistic financial planning and how athletes often suffer from the fear of asking for support. Listen to this episode and find out exactly how Jelani plans on eradicating these systemic problems from the sports that we all dearly love.