AFO|Wealth Management Forward
For Entrepreneurs, Financial Advisors and AccountantsAFO|Wealth Management Forward is a podcast at the intersection of accounting, wealth management, behavioral finance, technology, and entrepreneurship. Designed for CPAs and financial advisors to help them grow their practice by going beyond the numbers. Each episode features conversations with industry leaders and subject matter experts who share the secrets to their success. From the transformati... more
| Publishes | Twice monthly | Episodes | 232 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
Listen to this Podcast
Latest Episodes
In this episode, Rory speaks with Blake Christian, tax partner at HCVT, about Opportunity Zones 2.0 and why renewed legislation is creating fresh momentum around tax-advantaged investing, rural development, operating businesses, and infrastructure pr... more
In this episode, Rory speaks with Ohan Kayikchyan, PhD in Economics, CFP®, Registered Life Planner®, Enrolled Agent, and founder of Alohana Financial, about the deeper relationship between money, meaning, and purposeful living. Ohan shares his journe... more
In this episode, Rory speaks with Mark Martukovich, Executive Director and Managing Partner of Business Advisory and Accounting Partners powered by Harness, about how CPA firms can shift from compliance-driven practices to high-value advisory service... more
In this episode, Rory speaks with Michael Kay, former CPA, CFP®, certified life planner, and author of How to Craft Your Chapter X, about why the most important retirement planning has nothing to do with money and everything to do with identity, purp... more
Recent Guests
Host
Reviews
- Great podcast!
This podcast is an awesome resource for financial professionals! Each episode is super informative and provides actionable advice to help you level up your practice.
Apple Podcasts5maddie@podcastingyou
United States4 years ago - Practical, Smart
Essential information covering a wide range of topics. It’s become a regular listen for me and would encourage anyone else to give it your ear. You won’t be disappointed!
Apple Podcasts5aeinhorUnited States4 years ago - Extremely insightful 👏🏻
Highly recommend!
Apple Podcasts5Jaime KPUnited States5 years ago - Very informative
If you’re an accounting firm this one of the best podcast to follow if you’re interested in growing your practice.
Apple Podcasts5country b4 party.United States5 years ago - Very Informative
I am enjoying this podcast. Each episode has enlightened me to a subject I hadn’t understood before. Rory and Rob are engaging and knowledgeable. Thanks for explaining subjects I earlier considered much too daunting for me!
Apple Podcasts5sy188@United States5 years ago
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Frequently Asked Questions About AFO|Wealth Management Forward
What is AFO|Wealth Management Forward about and what kind of topics does it cover?
AFO|Wealth Management Forward explores how accounting, wealth management, behavioral finance, technology, and entrepreneurship intersect to help CPAs and financial advisors grow their practices beyond traditional compliance. Episodes span practical advisory models, AI's impact on client service, holistic wealth planning, and the psychology of money, often featuring guests who share actionable frameworks for client conversations, pricing, and scalable services. Notably, the show frequently centers human-centric planning, life-stage transitions, and the collaboration between accounting and wealth management to deliver outcomes for business owners, families, and advisory teams. It's probably especially valuable for listeners seeking approachab... more
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How many listeners does AFO|Wealth Management Forward get?
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How many episodes of AFO|Wealth Management Forward are there?
AFO|Wealth Management Forward launched 5 years ago and published 232 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on AFO|Wealth Management Forward?
Recent guests on AFO|Wealth Management Forward include:
1. Blake Christian
2. Ohan Kayikchyan
3. Mark Martukovich
4. Michael Kay
5. Denise Froemming
6. Sameer Munshi
7. Nick Pasquarosa
8. Joe Pine
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.