AFO|Wealth Management Forward

Rory is joined by Kelly Gonsalves, Founder of Totally Booked and Totally SEO, who is also an Insightful Accountant Top 10 ProAdvisor. Kelly discusses her journey and how she was able to leverage the power of digital marketing to grow multiple successful businesses. Learn about ways to optimize your website so search engines will pick it up and hear why she considers blogs the meat and potatoes of SEO. Discover what Kelly says about selling with empathy as she provides some simple methods on how accountants can better connect with clients. Why is it essential to find out what a person is into, where they want to go, and how they want to grow? Find out the answers to these questions and more in this Totally Booked Totally SEO episode with one of the accounting profession's brightest stars! Connect on LinkedIn: Connect with Sylvia Gonsalves: https://www.linkedin.com/in/bookkeepingkelly/ Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Sylvia Gonsalves Totally Booked: https://totallybooked.nyc/ Totally SEO: https://www.totally-seo.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Managing Director Diane Young are joined by psychologist, family wealth consultant, and executive coach Dr. Moira Somers who is the behavioral strategist at Knudge (a FinTech company dedicated to improving follow-through on financial advice), as well as the founder of consulting company Money, Mind and Meaning. In this episode, find out the answer to these two questions: why is it hard for people to do the right things for their well-being? And what can be done to make meaningful changes in their behavior? Listen as they talk about one of the most dangerous assumptions an advisor can make when dealing with a client and how you can get advice to stick using the acronym F.A.C.T.S. Check out this episode to learn more about human psychology when it comes to money and meaning! Connect on LinkedIn: Connect with Dr. Moira Somers: https://www.linkedin.com/in/moira-somers/ Connect with Diane Young: https://www.linkedin.com/in/dianeyoung/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Dr. Moira Somers Money, Mind, and Meaning:https://moneymindandmeaning.com/ Knudge: https://knudge.com/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Rob are joined by Andrew Einhorn, CEO and Co-Founder of Level Fields. Andrew has worked with Fortune 500 companies and governments across the world via his cutting-edge data analytics and intelligence solutions. His latest endeavor with Level Fields incorporates an AI-driven fintech application that automates investment research in order to formulate event-driven analytics. Users receive insights into the most crucial market disturbances like cyber breaches, train derailments, product launches, and earnings announcements in order to make more informed investment decisions. Hedge fund managers already rave over the hundreds of hours worth of research saved with Level Fields’ market insights just “two clicks” away. With event-driven analytics quickly gaining traction, Andrew shares how the biggest market news headlines have revealed 10-25% gains upon their announcements, with a few reaching 100% within a week. We discuss Gamestop’s anomalous rise and fall, and we touch on how Level Fields would respond when someone like Jeff Bezos stepped down. With 25 unique scenario-based platforms – and 70 more on the way – find out how event-driven analytics with Level Fields can bring a new perspective to the way you and your business approach investing. For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Andrew Einhorn: https://www.linkedin.com/in/einhorn/ Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Level Fields: https://www.levelfields.ai/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory Henry and Rob Santos are joined by Aaron Klein, Co-Founder, and CEO of Riskalyze, a leading risk assessment platform that serves tens of thousands of financial advisors. In this episode, learn why information and confirmation bias can profoundly affect how people make decisions about risk. Find out why over the last 25 years, markets very rarely hit their averages and how advisors can use a 95% historical 6-month analytic to help clients make better short-term decisions. Also, listen to what Aaron says about the 2000 Market Crash, 2008 Financial Crisis, and 2020 Pandemic and what advisors can do to build client confidence during these times. Are deeper and richer workflow integrations the future of Fintech? Do you want to know two simple questions to gauge someone's honest thoughts and feelings on the market? Find out the answers to these questions and more in this action-packed episode with one of Fintech's leading voices.

In this ESG investing episode, Rory and Rob are joined by Boris Khentov, the SVP of Operations and Sustainability at Betterment and a fintech advisory committee member at FINRA. Listen as they dissect the history and usage of various terms, from ESG to Socially Responsible Investing. Learn about the rapid growth of socially responsible investing and how investors, now more than ever, can directly alter the course of business activities via shareholder rights. Find out why the SEC is starting to formulate new rules, as more than $50 billion flowed into ESG funds alone in 2020, and how the Big 4 accounting firms will be certifying reports sooner rather than later. Listen to this episode to find out how to invest in companies that empower minorities, female-led companies, and ones that are creating meaningful change. Lastly, Boris talks about his background as a tax lawyer and how Betterment's tax-loss harvesting and tax-coordinated portfolios technology can help generate higher expected long-term returns. Check out this latest episode to learn more about ESG and socially responsible investing. Don't forget to subscribe and rate our podcast! For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Boris Khentov: https://www.linkedin.com/in/boris-khentov-11977436 Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Betterment: https://www.betterment.com/advisors https://www.betterment.com/work Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/ https://wealthmanagementforward.com/

Rory and Managing Director Mark McCarron are joined by Donny Shimamoto, CPA, CITP, CGMA to talk about ESG (Environmental, Social, and Governance) and ESG reporting. Donny is the Managing Director for Intraprise Techknowlogies, he leads The Center for Accounting Transformation and is the AICPA Chair for the National Conference of Lawyers and CPAs. In this episode, Donny explains what ESG is, why it is here, and the various ways it is being reported. Also, find out why it’s essential for organizations to be good citizens and how we, as investors, employees, and consumers, can help drive companies to make meaningful change. Hear Donny’s thoughts on how a new generation of employees are less concerned about money and more about making a positive impact in the world. Listen as they discuss topics like ExxonMobil, the harmful effects of Blockchain on the environment, and the importance of Cybersecurity in our ever-evolving digital world. Don’t miss out on this episode to learn more about all things ESG.

Rory and Rob are joined by Randy Johnston, CEO of K2 Enterprises, Co-Founder of Network Management Inc., and Podcast Host of the Technology Lab on CPA Practice Advisor. Listen as they discuss recent advancements in technology, how it’s changing the profession, and what it means to be advisory. Find out how Ben Franklin, George Washington, Thomas Jefferson, and the lessons of the farming revolution can be applied to the world of accounting today. Hear about the latest technologies that can help firms improve the client and team experience. Finally, Randy gives his 2022 predictions in which he touches on inflation, staffing shortages, and the opportunity for people to work fewer hours with greater profitability. Check out this action-packed episode with one of the leading voices in accounting and technology!

Rob and Rory are joined by Rachel Fisch, former National Bookkeeping lead at Deloitte and now Chief Global Development Officer for High Rock Accounting as they discuss the latest developments in the accounting profession. Learn why Rachel believes in the power of social media and how to utilize it to network and form deeper connections. Find out reasons why High Rock Accounting has been able to achieve, on average a 60% growth rate year over year for the last 8 years. Rachel also provides insight into company culture and the importance of humans, not technology, in providing a great customer experience. Lastly, get Rachel's thoughts on M&A activity, Private Equity’s Involvement in accounting, and High Rock’s plans for CPA World Domination! Don't forget to subscribe and rate our podcast! For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Rachel Fisch: https://www.linkedin.com/in/rachelfisch/ Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Learn more about Highrock Accounting: https://highrock.co/ Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/

Fortune Magazine writer Megan Leonhardt who covers the intersection of policy and finance, joins Rob and Rory in this action-packed current events interview. In this episode, Megan talks about why "The Great Resignation” could be characterized as “The Great Reshuffling" as she discusses what happened with the 4.5 million Americans who walked off the job in November. They discuss the growing inflationary problem, why you shouldn’t buy a car, and how buying veggies can help curb the effects of high prices. Learn why 55% of the people blame the government for the supply chain crunch and why 4.8 million cases of parent worker burnout could have been preventable. Check out this episode to get the latest on the US economy, job market, and much more! Don't forget to subscribe and rate our podcast! For accounting firms looking to grow their practice by adding Wealth Management Services, you can schedule a free consultation here! Connect on LinkedIn: Connect with Megan Leonhardt: https://www.linkedin.com/in/megan-leonhardt-6024619/ Connect with Rob Santos: https://www.linkedin.com/in/rob-santos-afo/ Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/ Fortune Articles by Megan Leonhardt: The Great Resignation rages on as a record 4.5 million Americans quit/ 1/04/22 77% of workers say they’re returning to the office in January— and more than half are looking forward to it 12/8/21 4.8 million cases of workplace burnout among U.S. parents could have been avoided, report finds 12/2/21 55% of people blame the government for the supply chain crunch. But what’s actually behind the slowdown? 12/16/21 Here’s what 8 financial planners say you should do with your money during inflation 12/13/21

Rory and Managing Director Mark McCarron are joined by “The Blockchain Accountant” David Spencer, CPA and Certified Smart Contract Developer, the founder of DKS Tax and Consulting. Listen to this episode to learn more about cryptocurrency, NFT’s, and advancements in the Metaverse. Find out why David believes the key to mass adoption lies in the Warren Buffet principle of “People invest in what they understand.” Also, get detailed breakdowns of what the IRS considers a taxable event as the guys discuss Crypto and NFT transactions and their associated Gas Fees. See Find out why more and more major corporations like Apple, Nike, Ray-Ban are getting involved in the Metaverse and how they are helping drive its rapid development. If you are interested in learning more about these emerging technologies, check out this can’t miss an episode with “The Blockchain Accountant.” If you are interested in contacting David, you can reach him here: Website: DKS Tax and Consulting LinkedIn: David Spencer CPA LinkedIn Profile