AFO|Wealth Management Forward

Rory Henry and Will Hill talk with Randy Crabtree of Tri-Merit and Host of "The Unique CPA" Podcast about finding your passion and mental health. In this episode, Randy talks about his battle with mental health and how he is helping bring awareness by letting others know about his struggles. Listen as they talk about the powerful combination of visionaries, who have groundbreaking ideas, and their integrator partners who bring them to life. Find out what Randy says about Eisner Amber, Citrin Cooperman and Private Equity's increased involvement in accounting. They discuss the importance of a niche,  how to become an expert in a field and educating others to help drive business growth. Don't miss this episode with one of the accounting professions leading voice "The Unique CPA" Randy Crabtree.

Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource, and the benefits of a virtual practice. Listen as Derek explains the core tenets of building a great team and the 3 competing forces of a professional services organization: good client services, profitability for a company, and employee well-being. Learn how Derek built his Cannabis niche firm and how it evolved over time from doing just tax prep to providing more advisory services. Discover ways in which producing great content can lead to better trust and rapport with clients. Do you want to know ways in which you can create a better work-life balance? Do you want to know the 3 ways to identify a possible niche? Find out the answers to these questions and more in this Cannabis accounting podcast episode!

Rory and Mike Knittel of Arrowroot Family Office talk with Brendan Frazier, host of  "The Human Side of Money" podcast, to talk about behavioral finance. Discover why only 70% of clients implement less than 20% of our financial planning recommendations. Find out why more so than income, gender, age, and education, it was our view of our future self that drives our savings. Listen as they discuss the evolutionary drivers of long-term decision-making and how it effects our ability to save money. Do you want to know why a powerful question is a superpower? Is our relationship to money really formed in our childhood? Find out the answers to these questions and more on this Human Side of Money Podcast with one of the leading voices in Behavioral Finance.

Rory and Rob speak with Jonathan Hudacko, Principal Head of Personalized Indexing for Vanguard. In this episode, Jonathan talks about his journey in Silicon Valley, working for Apple, and how he built a Personalized Indexing technology that was eventually bought by Vanguard. Discover how you can help your clients gain tax alpha through tax loss harvesting that can be done on a daily basis. Learn how to utilize personalized indexing to build a portfolio of companies that reflect your values. Do you want to know how Personalized Indexing allows you to buy and sell stocks without violating the "Wash Sale Rule?" Find out the answer to this and more in this Vanguard Episode with Jonathan Hudacko.

Rory Henry and Will Hill talk with Dan Richards from MyFirmsApps and PracticeWin about marketing, technology, and private equity involvement in accounting. In this episode, Dan talks about Digital Transformation and the importance of being intentional when growing your firm. Listen as they discuss ways to better connect with the younger generation, with the average age of a business owner being 31 years old. Find ways to navigate technology, so you're not creating a "Frankenstein's Monster" of apps for your firm and clients. Is private equity going to disrupt the accounting profession? Find out the answer to this and more in this latest episode with one of the leading voices in Accounting!

Rory interviews Will Hill from Will Hill consults as he talks about change management, people, and processes. Discover ways to communicate change effectively through your company's mission and values. Learn tips on best practices to help guide you through the change management process. Find ways to communicate for the pain you are solving or the gain you are after so employees feel empowered. Will discusses ways in which you can identify opportunities, measure processes, and how to put an action plan in place. Is the definition of communication "Message Sent = Message Received?" Find out the answer to this question and more in our latest episode on Change Management with guest Will Hill!

Rob speaks with Mark Pierce of Wyoming LLC Attorney to discuss tax-efficient strategies and best practices when working with high-net-worth clients. Find out how asset protection and wealth preservation go hand in hand with a client's tax strategy. Listen as Rob and Mark discuss generational wealth transfers and how to work with complex family dynamics. Discover how you can utilize a family office team model of an attorney, accountant, and wealth manager to provide clients with greater peace of mind. Do you know why you shouldn't "Let the tax tail wag the dog"? Find the answer to this and more with Rob and Mark in this Generational Wealth episode.

Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about community and the power of collaboration. Roundtable Labs members include accountants, CPAs, bookkeepers, EAs, and firm owners from over 40 states and 4 countries. Listen as they discuss how to leverage the knowledge and experience of a community to solve real business issues. Richard and Dave cover topics ranging from hiring and firing, onboarding, technology adoption, and how to best navigate an ever-changing business world. Find out how they created a community that takes competitors and makes them collaborators. Is there a community to help conquer "Imposter Syndrome"? Do you want to know how a community can help you hire ideal candidates? Find out the answer to these questions and more in this Community episode with Richard Roppa-Roberts and Dave Kersting!

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.

Rory is joined by Will Hill of Will Hill Consults and Vipul Sheth of Advancetrack Outsourcing to talk about outsourcing, technology, and firm efficiency. Learn how firms can strengthen their staff, provide greater client outcomes and grow their practice through the implementation of outsourcing. Vipul discusses the advancements in technology over the last decade and the increased acceleration of outsourcing that's occurred due to the pandemic. Discover how firms attract, retain, and create more fulfilled employees by freeing up more time to work on higher-valued services. Check out this latest episode with one of the global leaders in Outsourced Accounting!