AFO|Wealth Management Forward

In this episode, Rory speaks with Dr. Jordan Hutchison from Shaping Wealth about behavioral finance and flow. Listen as Dr. Hutchinson talks about his research on flow and how it can be achieved by doing something that is enjoyable, intrinsically motivating, and has a defined goal. He also explains how to structure your day to increase the likelihood of entering a flow state, and why flow occurs when you're doing a task that is both challenging and requires a high level of skill. Listen as they discuss the concept of "identity" and how people like Tom Brady or those who retire can find fulfillment in other pursuits. Do you want to know how executives in flow are doing 10-15% more work? Do you want to know why behavioral finance is like gravity? Find out the answers to these questions and more in this FLOW episode with Dr. Jordan Hutchison.

Rory is joined by 2022 Women Entrepreneur of the Year Susan Bryant, CPA, CTC, and Principal at MB Group to talk about her entrepreneurship experience, growing an accounting firm, and how we can better serve our clients. Discover lessons learned from Susan's Goldman Sachs Small Business Program experience and her thoughts on a Many-to-One service model. Find out how Susan is leveraging EOS (Entrepreneurial Operating System) to run her business and better assist her small business owner clients. Are you looking for ways to delegate client duties effectively to other staff members? Do you want to know how shifting to a subscription model like Amazon and Netflix can increase client satisfaction? Find out the answer to these questions and more with 2022 Women Entrepreneur of the Year Susan Bryant.

Rory is joined by Kelly Mann, CEO and Co-founder of AuditMiner, as she shares her story of surviving breast cancer and creating a technology in the midst of a global pandemic. Listen as Kelly talks about her FBI Training experience in Quantico, Virginia and what led her back to the world of public accounting. Discover how Kelly identified major pain points in the 401k process and how googling "How to start a technology company" changed her life. Learn how Kelly and her team have standardized the 401k datasets which are saving firms 10-20 hours on plans. Do you want to know the secret to building a great workforce? Find out the answer to this and more in our latest episode with Audit Technology CEO Kelly Mann!

Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth as they talk about advice engagement. Learn about SECURE ACT 2.0 and the changes to RMD's, college savings, and retirement planning. Discover why fear, confusion and anger are the three main emotions people have when dealing with taxes. Find out why Ross believes advisors should be doubling down on student loan planning. Do you want to know what 2 out of 3 survey participants sought advice for from a CPA? Do you want to know why visuals are so effective in communicating complex concepts? Find out the answer to these questions and more with Ross Riskin in this Advice Engagement episode!

Rory is joined by former Managing Partner at BDO, current executive leadership coach and CEO Sensei John J. Fenton to talk about culture and how to win the battle for talent. Listen as John talks about why people skills, more than ever, are important for today's leaders. Discover what John says about how firms can create a culture of accountability. Do you want know what separates a good accounting firm from a great one? Do you want to know what John says are the top priorities for accounting firm leaders are in 2023? Find out the answer to these questions and more in this CEO Sensei podcast with Leadership Coach John Fenton!

Rory is joined by Loren Fogelman of Business Success Solution to talk about how to increase your prices and present your value. Learn about Loren's 5 step process to shift your business away from the “dollars-per-hour” model to a value-based model that reduces workload by as much as 50% while doubling revenues. Find out about Loren's good, better, best pricing methodology and how to increase your prices by as much as 3x. Is Starbucks really in the meeting space business? Do you want to know why you should add surge pricing like ,Uber, FedEx and Amazon? Find out the answer to these questions and more with Business Success Coach Loren Fogelman on this pricing and values based episode!

Rory is joined by guest co-host Seth Fineberg Accounting Editor and Business Journalist, as they talk with Ben and Peter Wen of Tallyfor about ChatGPT and AI. Discover what they say about the history of AI within the profession and how practitioners can utilize the latest AI developments to enhance their efficiency and client outcomes. They also discuss how platforms like ChatGPT will impact Google and other search engines in the marketplace. Find out what they say about AI and the 75 Million Boomers that will retire by 2031 along with over $5 Trillion in business assets. Do you want to know what a Stochastic Parrot is? Find out the answer to this and more on our AI in accounting podcast with Seth Fineberg and Founders of Tallyfor.

In part two of our year-end review, Rory Henry highlights the Best Insights and Inspiration from 2022. Listen to accounting and wealth management thought leaders talk about sentiment analysis, tax planning, behavioral finance, opportunity zones, AI, advising business owners and much more. Highlights of episodes from the following guests: Blake Oliver, CPA Oliver and Warren Pennington Head of Fintech Strategies at Vanguard - Sentiment Analysis Blake E. Christian, CPA/ MBT HCVT Top 25 Nationally Recognized OZ Influencer - Opportunity Zones Chris Stanley Beach Street Legal - SEC Marketing Rule Jackie Meyer, CPA, CCA, Doctoral Candidate - Tax Planning to Supercharge Your Business Dr. Moira Somers International Best Selling Author - Advice that Sticks Peter Wen Co-Founder Tallyfor - AI and Tax Technology Will Hill of Will Hill Consults - Leading Through Change Giles Pearson Co-Founder Accountests - Personality Profiles Deborah Daniel CPA - Forming Strategic Partnerships Twyla Verhelst, CPA Verhelst FreshBooks - Authenticity and Content Creation

In this year-end review, Rory highlights the Best Insights and Inspiration from 2022. Listen as you hear from accounting and wealth management thought leaders talk about everything from talent to tax loss harvesting to pricing and private equity. Get commentary from the following great guests: Tom Wheelwright CPA - Wealthability Boris Khentov – Betterment Randy Johnston – CPA Practice Advisor Geraldine Carter – Business Strategy for CPAs Aaron Klein – Riskalyze Bob Lewis - The Visionary Group Dr. Sean Stein Smith CPA - Forbes Crypto Contributor Amber Setter CPA – Conscious CPA Clayton Oates - QA Business Pty Ltd Sue Enquist & Dawn Brolin CPA Jonathan Hudacko - Vangaurd Randy Crabtree CPA - Tri-Merit Brendan Frazier - The Human Side of Money Hitendra Patil CPA - CPA Trendlines Amrith Ramkumar - The WSJ Rick Bookstaber - Fabric

Rory speaks with Rick Bookstaber, former Head of Risk at Morgan Stanley, Author of The End of Theory and A Demon of Our Own Design, and current Co-Founder of Fabric a platform for risk-aware portfolio design. In this episode, listen as Rick talks about his time at the SEC and U.S. Treasury as he tackled the risk management process and governance for the U.S. financial system post-2008. Find out how Rick is using institutional-level tools to help advisors be more risk aware and do a better job of portfolio design. Do you want to know what "Friendshoring" is? Do you want to know why a "Recession" is not the dominant issue for most individuals? Find out the answer to these questions and more in this RISK episode with Author and Risk Technology Founder, Rick Bookstaber.