AFO|Wealth Management Forward

Rory Henry and Will Hill talk with Amber Setter of Counscious about coaching, leadership, and staff development. Discover why Amber believes coaching with empathy and building relationships is vital to leading in today's environment. Discover what "Brain Offload" means and how to engage clients in their decision-making by reaching their brain's emotive and sensory parts. Learn ways to actively listen and ask powerful questions to uncover solutions to problems that haven't existed before. Is our mental health crisis resulting in employers paying full-time wages for part-time contributions? Do you want to know the direct and indirect costs of replacing an employee? Find out the answers to these questions and more in this Conscious CPA episode!

Rory and Dan Casey of Arrowroot Family Office talk with Tom Wheelwright about his latest book: The Win-Win Wealth Strategy 7 Investments the Government Will Pay You to Make. Listen to ways the government incentivizes through tax benefits: Business Ownership, Real Estate, Energy, Technology, Agriculture, and Retirement Savings. Discover why real estate is a multi-dimensional asset class that offers both tax savings and wealth-generating capabilities. Tom breaks down the 4 categories of earners and approximately what they pay in tax: Wage Earners (40%), Self-Employed (60%), Big Business (20%), and Professional Investors (as little as 0%). Find out why the government grows the economy through incentivizing the balance sheet, not the income statement. Are the tax benefits of starting a business greater than the cost of starting one? Do you want to know how the govt. can help you buy a Ferrari, a boat, or a house? Find out the answer to these questions and more in this Tax Saving and Wealth Building episode!

Rory is joined today by guest co-host Dawn Brolin “The Designated Motivator” from Powerful Accounting, as they interview Sue Enquist, Former Head Coach of UCLA Softball and 11-time National Champion, about executive leadership, culture, and softball! Sue talks about the influence of John Wooden and the Pyramid of Success, her work helping the USA Volleyball team win Gold, and how we can better lead the younger generation. Discover what a Failure Recovery System is and how it can help you deal with adversity. Do you want to find out how to create a colleague-driven culture? How to motivate performance-driven vs. relationship-driven employees? Find out the answer to these questions and more in this Motivating podcast episode!

Rory is joined by Will Hill of Will Hill Consults to talk with Ryan Conn of Shelton & Assoc. CPA and CS Business Consulting to talk about his SWAT Team experience and how he used it to build his firms culture. Learn about how Ryan uses his law enforcement background to structure teams and develop leaders. Find out the difference between creating capacity and creating space at your firm. Discover what Ryan says are his 28 metrics he is looking for when hiring a new staff member. Is Ryan's best employee someone he stole from Chick-fil-A? Is running a firm tougher than carrying a rifle, shield, and gas mask? Find out the answer to these question and more on this SWAT-inspired episode!

Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting to talk about mindset. Find out why we act and react habitually, why we make the choices we make, and what causes us to either take action or sit on the sideline. Learn about Joey's subconscious mind training and how to achieve uncommon results through uncommon actions. Discover the secrets CEOs use to transform their companies, how to reframe past failures, and how to focus your attention to guide your intention. Do you want to know how subconscious mind training differs from The Law of Attraction, The Secret, and The 5 AM club? Find out the answer to this question and more on this Mindset Episode!

Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at FreshBooks about advisory, community, and work-life balance.   Discover why Twyla believes "Intentionality" is so important and how firms can start thinking strategically about their future. She shares her thoughts on the profession having a "Reconciling Moment" and how firms can address issues such as embracing technology, changing up services, and staffing. Twyla talks about her Women in Accounting platform and how she is helping women through mentorship and community. How can firms move from being reactive to proactive? Do you want to know Twyla's definition of Advisory? Find out the answers to these questions and more in this latest episode.

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with Glenn Harper and Julie Smith of Harper CPA Plus to talk about developing a firm culture. Learn about the importance of building a brand and internal culture that brings everyone together to achieve a common goal. Find out what Glen and Julie say sets them apart from most firms and why they seek out people who welcome change. Would you like to know how to deal with problem clients, better your internal processes, and improve recruitment? Find out the answers to these questions and more in this episode on firm culture! Connect on LinkedIn: Connect with Glenn Harper: https://www.linkedin.com/in/glenn-harper-1306738 Connect with Julie Smith: https://www.linkedin.com/in/julie-smith-331431151 Connect with Will Hill: https://www.linkedin.com/in/wghill/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Harper CPA Plus: Accounting Firms Columbus Ohio, CPA Services | Harper & Co (harpercpaplus.com) EmpowerCPA: https://empowercpa.io/ Will Hill Consults: https://willhillconsults.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In this episode, Peter talks about the evolution of Cloud computing and how recent innovations in tax technology are finally starting to take hold. Find out how Tallyfor is cutting down the time it takes professionals to go from book to tax and how Peter converts data to streamline the tax planning process. Peter talks about the evolution of Web 1.0 and hyperlinks to Web 2.0 and API's to now Web 3.0, an environment that he says creates "Trust Everywhere." What is Tax Tech? In the world of excel, is one person's security blanket a firm's albatross?  Are we all going to be jobless and waited on by Robots? Find out the answers to these questions and more in this latest episode. Connect on LinkedIn: Connect with Peter Wen: https://www.linkedin.com/in/peterwen/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Connect with Mark McCarron: https://www.linkedin.com/in/mark-mccarron-cfp%C2%AE-enrolled-agent-a1036712/ Learn more about Tallyfor:https://tallyfor.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The President of Universal Accounting Center, Roger Knecht , about actionable steps  accountants can take to grow their business. In this episode, Roger talks about M.A.P. (Marketing/Sales, Accounting Services, Production) as way to breakdown pain points in growing your firm. Find out what Roger says about marketing and the benefits of being a resource for quality content through TOMA (Top of Mind Awareness). Listen to what Roger says about imposter syndrome and how practitioners can overcome their fear of advisory. Lastly, discover ways to increase your pricing, provide more value to clients, and ways to handle "Shiny Object Syndrome" when adopting new technology. Connect on LinkedIn: Connect with Roger Knecht: https://www.linkedin.com/in/rogerknecht/ Connect with Will Hill: https://www.linkedin.com/in/wghill/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Universal Accounting Center: https://universalaccounting.com/ Will Hill Consults: https://willhillconsults.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory is joined by co-host Will Hill of Will Hill Consults as they talk with The Visionary Group President, Bob Lewis, about the latest M&A activity in accounting. In this episode, Bob talks about how we could see more accounting firms being acquired by RIAs as more firms integrate tax planning with wealth management. Listen as Bob discusses how 85% of firms have an unfunded partner buyout and why private equity is getting increasingly involved in the space. Discover why 1 out of 2 firms over $10 million ask Bob to acquire non-accounting practices like software, cybersecurity, and medical consulting companies. Are real estate niches the most profitable? Is exit planning a gateway to greater profitability? Learn the answers to these questions and more with one of the professions leading voices. Connect on LinkedIn: Connect with Bob Lewis: https://www.linkedin.com/in/bob-lewis-3aa62a11/ Connect with Will Hill: https://www.linkedin.com/in/wghill/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ The Visionary Group: https://thinkvisionary.com/ Will Hill Consults: https://willhillconsults.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/