AFO|Wealth Management Forward

In this episode, Rory engages in a conversation with Dan Graham, the Founder of docVinci and Head of Marketing at Next Gen Planners. Together, they explore strategies for attracting next-gen talent and clients through financial planning. Dan delves into the evolution of financial planning, emphasizing the importance of personal branding and having a unique service proposition (USP). He shares valuable marketing tips and tools from Next Gen Planners on how to enhance the client experience. Discover how innovative firms are servicing clients through a subscription model, similar to Netflix or Amazon Prime, as a way to better meet client needs. They explore the significance of understanding clients' values, motivations, and emotions in addition to their financial goals. Find out about the impact relationships have on retirees, particularly men whose social circles are often tied to their work. Dan also talks about the influence of social media platforms like TikTok and Instagram, highlighting the increasing reliance on peer recommendations and advice. Don't miss this enlightening episode on financial planning, marketing, and effective engagement with the Next Generation with one of the UK's financial planning thought leaders, Dan Graham!

In this episode, Rory has a heart-to-heart with Amy Vetter, the inspiring author of "Disconnect to Connect: Tap into the Power Within to Create the Life that You Desire." They explore the often-overlooked themes of vulnerability and intergenerational trauma and how they shape our life journeys. Amy opens up about her deeply personal experiences that led her to write her transformative book, demonstrating how turning inwards can help us build meaningful connections and manifest the life we yearn for. Drawing on her unique blend of corporate leadership and yoga mindfulness practice, she underscores the need for a holistic approach toward professional and personal growth. Also, Amy shares some practical exercises from her book that listeners can incorporate into their daily routines. Delve into this profound conversation to learn how understanding your past can unlock a more fulfilling and connected future. Don't miss out on Amy's wisdom-filled insights that have the power to change your perspective and life!

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology, and entrepreneurship. In this episode, Clayton talks about how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. They discuss the Finite vs. Infinite game and how being an infinite game player is about an abundance mindset and continual improvement. Why do some partnerships and relationships last for a lifetime while others fall apart and end badly? How can you identify finite vs. infinite game players? Find out the answers to these questions and more in this episode with one of Accounting & Technology's leading voices. Originally aired (8/9/22)

In this episode, Rory converses with Michael Hsu, founder, and CEO of DeepSky and the Measure x Hack Program, about the challenges and opportunities in accounting and ways in which to optimize our well-being through continual self-improvement. Michael talks about the accounting profession's need to keep up with modern trends and technology so that they can provide optimal value to clients. They also discuss the problem of online self-proclaimed financial gurus on Tik-Tok and Instagram who lack real-life experience and credentials but still attract clients through effective marketing. Michael underscores the importance of continuous learning and introduces his how his decade's worth of experience advising CEOs lead him to create his 'measure and hack' methodology. He shares his ambitious vision of aiding a billion entrepreneurs in realizing their dreams through the strategic use of systems and data. Tune into this thought-provoking episode to understand how a 'measure and hack' methodology can reshape your mindset and lead to greater fulfillment.

Hal Hershfield, a professor and author, discusses mental time travel, projection bias, extreme discounting of future rewards, and the role of the temporal parietal junction. He also explores algorithms predicting preferences and using commitment devices for future behavior. The podcast covers the connection between future selves and images of Matt Damon and Natalie Portman, as well as the story of a real-life serial killer's transformation.

In this episode, Rory engages with Doug Lennick, the co-founder of Think2Perform, in a discussion on behavioral finance, emotional competence, and the transformative power of decision-making. Doug explores how financial advisors and accountants can play a pivotal role in guiding their clients toward healthier financial habits and improved emotional well-being. Unveiling the concept of the 'Freeze Game,' he demonstrates how this tool can effectively reshape thinking processes to counteract impulsive actions. The conversation brings to light the interconnectedness of financial stress, emotional competence, and irrational decision-making, laying emphasis on the ripple effects these elements can have on overall health and happiness. Doug underscores the importance of acknowledging and preparing for inevitable truths in life, such as aging and financial changes, and how this preparation can transform misery into wisdom. Do you want to learn more about the intersection of money, health, and happiness? Are you interested in understanding how to turn your financial stress into emotional strength? Tune into this episode with behavioral finance pioneer, Doug Lennick!

In this episode, Rory is joined by Julie Johnson, the CEO of XY Communication, with a mission to revolutionize intergenerational and gender communication in financial advisory. They navigate the vital studies by institutions like Wharton, Harvard, and Vanguard on the importance of engaging women and younger investors. Get insights on how advisors can support clients through life-changing events and build stronger, more authentic relationships. Uncover strategies to effectively connect with inheritors in the era of the Great Wealth Transfer, and how to transcend the label of "just my parents' advisor". Discover from Julie's rich coaching experience the power of deep client understanding, and learn to address the most common concerns of the younger generation. Want to know how to enhance your advisory approach, build trust with the broader family network, and connect meaningfully with the next generation? Join us in this insightful episode with XY Communication CEO Julie Johnson.

In this episode, Rory hosts a conversation with Dr. Joy Lere, a clinical psychologist and the Co-Founder of Shaping Wealth. They delve into the intricate nexus of behavior, psychology, and our complex relationship with money. The conversation explores how advisors employ psychology to improve client outcomes, marking a shift from technical training to fostering human connections. Dr. Lere explains the concept of the "Hedonic Treadmill" and discusses why people often find themselves trapped in its cycle, along with the psychological tools required to break free. Discover insights on how better management of your calendar and bank account can align your real-life actions with your stated priorities. Find out how Financial Advisors and CPAs can help navigate a lot of relational dynamics of clients that are simply being played out through money. Can you find out a person's money scripts by looking at their family's relationship to money? Do you want to know how to improve your emotional, physical, spiritual, and financial well-being? Find out the answer to these questions and more on this Shaping Wealth Episode with Dr. Joy Lere.

In this episode, Rory speaks with Seth Fineberg, business journalist and industry consultant, about the recent Accounting Today Firm Growth Forum. Listen as they discuss the challenges firms face and the importance of adapting to change. Discover the top takeaways from the Accounting Today conference, with commentary on the growth potential of service lines like Wealth Management and CAS. Learn about trends and insights from conference speakers like Alan Koltin, Dan Hood, Bob Lewis, Loren Fogelman, Michael Hsu, Joe Woodard, and Randy Crabtree. Find out how firms can adapt to new technologies and changing client needs in an ever-evolving marketplace. Did Seth, Rory, and crew really eat 10k calories at a Japanese BBQ? Is Seth Fineberg coming back out with a newsletter? Find out the answers to these questions and more on this Accounting Today Firm Growth Forum Recap with Industry Consultant Seth Fineberg!

In this episode, Rory speaks with Dr. Kristy Archuleta, a professor at the University of Georgia, about financial therapy and the psychology of money. Dr. Archuleta emphasizes the importance of self-awareness and introspection in our perceptions of money. This episode unveils how practitioners are applying a solution-focused approach to enhance clients' financial health. Discover the 'Miracle and Best Hopes Question', a tool that encourages individuals to envision their desired future. Understand how to establish a 'pause appreciation zone' during client meetings, or when conversing with family and friends. Explore the methods of creating a safe space for clients through the art of reflective listening and paraphrasing. Want to understand why money messages hold such a pivotal role in our lives? Interested in Dr. Archuleta's philosophy of change? Tune in to find the answers to these questions and much more with our Financial Therapy Pioneer, Dr. Kristy Archuleta.