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 | 234 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In this episode, Rory speaks with Arthur Bonner, producer, writer, and showrunner of The Union Development Company, about the making of Playbook Finance, an unscripted television series and the deeper mission behind the project. Arthur shares his jou... more
In this episode, Rory speaks with Bill Walton, founder of Bill Walton Sales Training, about how professionals can grow their businesses by embracing a more human-centered approach to sales in the age of AI. Drawing on more than 25 years of experience... more
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
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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 subscribers and views does AFO|Wealth Management Forward have?
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How many episodes of AFO|Wealth Management Forward are there?
AFO|Wealth Management Forward launched 5 years ago and published 234 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. Bill Walton
2. Blake Christian
3. Ohan Kayikchyan
4. Mark Martukovich
5. Michael Kay
6. Denise Froemming
7. Sameer Munshi
8. Nick Pasquarosa
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.