AFO|Wealth Management Forward
For Entrepreneurs, Financial Advisors and Accountants
AFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship.
Designed for CPAs and financial advisors to help them grown their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.
Designed for CPAs and financial advisors to help them grown their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.
Episodes
Mentioned books
Feb 22, 2021 • 21min
Episode 3 Investment Advisory
Investment Advisory Episode:
Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss implementing Investment Advisory into your firm. They cover various solutions from outsourcing, partnerships, to building your own Registered Investment Advisory Firm In House. They discuss technological innovations in the space that have solved most of the operational and compliance problems that have prevented firms from adopting this service in the past. Lastly, they provide tips on how to monetize your book of business, as well as easy ways for your firm to GET STARTED.
Investment Advisory and Holistic Wealth Management
History of Investment Advisory and "The Fiduciary Standard"
Outsource, Partner, In House RIA
Technological Innovations
Pathway to Estate Planning, Life Insurance, and Financial Planning
How to Get Started
Feb 15, 2021 • 35min
Episode 2 Estate Planning
Estate Planning Episode:
Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss how to implement Estate Planning into your firm. They cover the importance of having an estate plan to avoid the problems of Probate and technological innovations in the space that allow non-attorneys to be able to service clients with Estate Plans.
Estate Planning and Holistic Wealth Management
Probate
How Firms can Monetize Estate Planning
How to Offer the Service If you are not an Attorney
Technological Innovations
How to Get Started
Feb 6, 2021 • 24min
Episode 1 Holistic Wealth Management
In this episode:
Arrowroot Family Office CEO Rob Santos and Director Rory Henry introduce Wealth Management Forward and explain how accounting firms can implement a Holistic Wealth Management Strategy to transform the way they do business. They discuss the history of Investment Advisory from the "cliche" historical stockbroker to the current Registered Investment Advisor who is bound by a fiduciary duty. Accounting firms will be able to gain insight on how they can expand their suite of services to grow their business and better serve their clients.
What is Holistic Wealth Management
Introduce Services: Financial Planning, Investment Advisory, Estate Planning, and Life Insurance
Answer some FAQ's
Overview of Course
