Hosted by For Entrepreneurs, Financial Advisors and Accountants · 🇺🇸 US · EN · 232 episodes
Established thought leaders with verified media credentials.
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 grow 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.
For Entrepreneurs, Financial Advisors and Accountants hosts AFO|Wealth Management Forward, a business show with 232 episodes published.
In this episode, Rory speaks with Blake Christian, tax partner at HCVT, about Opportunity Zones 2.0 and why renewed legislation is creating fresh momentum around tax-advantaged investing, rural development, operating bus
Show notesIn this episode, Rory speaks with Ohan Kayikchyan, PhD in Economics, CFP®, Registered Life Planner®, Enrolled Agent, and founder of Alohana Financial, about the deeper relationship between money, meaning, and purposeful
Show notesIn this episode, Rory speaks with Mark Martukovich, Executive Director and Managing Partner of Business Advisory and Accounting Partners powered by Harness, about how CPA firms can shift from compliance-driven practices
Show notesIn this episode, Rory speaks with Michael Kay, former CPA, CFP®, certified life planner, and author of How to Craft Your Chapter X, about why the most important retirement planning has nothing to do with money and everyt
Show notesIn this episode, Rory sits down with Denise LeDuc Froemming, President and CEO of CalCPA, to explore how the accounting profession can modernize without losing the core foundation that makes it trusted. Discover why trus
Show notesIn this episode, Rory speaks with Sameer Munshi, America’s Behavioral Science and Simulation Leader at EY, about how behavioral science and AI-powered simulation are transforming the way financial firms test ideas, under
Show notesIn this episode, Rory speaks with Nick Pasquarosa, Founder and CEO of Bookkeeper360, about building a modern accounting firm from the ground up and why innovation starts with listening to small business owners. Nick shar
Show notesIn this episode, Rory speaks with Joe Pine, co-author of The Experience Economy and author of the new book The Transformation Economy, about the progression of economic value and why financial professionals are uniquely
Show notesIn this episode, Rory speaks with Carl Richards, creator of the Sketch Guy column and author of Your Money: Reimagining Wealth in 101 Simple Sketches, about why the real work of financial planning starts with better conv
Show notesIn this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, new CEO of Nichols Cauley, and author of Break the Mold: How to Achieve Transformational Change, Scale, and Growth Simultaneously. D
Show notesIn this Best of 2025 episode, Rory brings together standout moments from conversations across accounting, wealth management, behavioral finance, and technology that all point to one theme: real progress happens when advi
Show notesIn this episode, Rory speaks with Erika Wasserman, Certified Financial Therapist, keynote speaker, and author of Conversations With Your Financial Therapist, about how our earliest money experiences shape financial decis
Show notesIn this episode, Rory speaks with Phil Whitman, President and CEO of Whitman Advisory, one of the leading advisory organizations serving CPA firms nationwide. Phil shares how his firm evolved from succession and M&A cons
Show notesIn this episode, Rory speaks with Dr. Sean Stein Smith, CPA, professor at Lehman College, Forbes contributor, and advisory board member of the Wall Street Blockchain Alliance, to explore how artificial intelligence and b
Show notesIn this episode, Rory speaks with Dan Haylett, author of The Retirement You Didn’t See Coming and host of the Humans vs. Retirement podcast, about the psychological and emotional side of life after work. Dan explains why
Show notesIn this episode, Rory speaks with Alex Bottom, CEO of Finology Sofware, and Ryan Galiotto, CFP®, CSLP®, founder of the Student Loan Help Network, about how advisors and CPAs can prepare for the sweeping changes coming to
Show notesIn this episode, Rory speaks with Keith Friedman, CEO and founder of FBO Strategies and creator of the Carbyne Allocation®, about why life insurance deserves a fresh look as part of holistic planning. Keith addresses com
Show notesIn this episode, Rory speaks with Will Hill, founder of Will Hill Consults, and John Fenton, CEO of John J. Fenton Executive Coaching, about their contributions to The Holistic Guide to Wealth Management and how firms ca
Show notesIn this episode, Rory sits down with Christine Simone, founder of Caribou Wealth (now part of Move Health), to explore why healthcare planning is the missing piece in holistic advice for CPAs and advisors. Christine shar
Show notesIn this episode, Rory speaks with Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, Executive Director of Aprio Firm Alliance, about how firms can adapt and thrive in a fast-moving profession. Lor
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AFO|Wealth Management Forward is hosted by For Entrepreneurs, Financial Advisors and Accountants. The show is categorised under business and has published 232 episodes.
AFO|Wealth Management Forward has published 232 episodes.
AFO|Wealth Management Forward regularly covers business. It sits in the business category.
AFO|Wealth Management Forward is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
AFO|Wealth Management Forward hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of AFO|Wealth Management Forward average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates AFO|Wealth Management Forward's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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