AFO|Wealth Management Forward For Entrepreneurs, Financial Advisors and Accountants

In this episode, Rory Henry speaks with Joe Moss, co-founder of Pro Advisor Suite, a thriving community of advisors advancing tools and services in the wealth tech space. Discover Joe's journey from CRM consulting at Simplicity Ops to creating Pro Advisor Suite, focusing on advisor tech, marketing strategies, and AI. Learn about the rapid evolution of advisor technology, including the influx of AI tools, and their impact on efficiency and client service. Joe emphasizes the importance of building and nurturing online communities, sharing practical strategies and insights on LinkedIn growth and the use of leaderboards. Are you curious about the future of advisory roles in the age of AI? Want to know how data tracking can optimize your business decisions? Find the answers to these questions and more in this insightful episode with Joe Moss.

In this episode, Rory Henry speaks with Dave Connolly, co-founder and CEO of Nudge, a top-rated platform for advice engagement. Discover the journey that led to the creation of Knudge and how it helps advisors ensure clients take actionable steps towards their financial goals. Learn how Knudge integrates behavioral finance principles, to reduce cognitive load and prompt clients to move from inaction to action. Find out how timely reminders and efficient task management enhance client engagement and satisfaction. Are you curious about implementing nudge theory in your practice? Do you want to know what the Zeigarnik Effect is? Find the answers to these questions and more in this insightful episode with Dave Connolly of Nudge!

In this episode, Rory speaks with Nate Hoskin, a nationally recognized financial planner and social media thought leader who specializes in working with millennials and Gen Z. Discover how Nate's strategic use of platforms like TikTok, Instagram, and YouTube has catapulted his visibility, amassing over 226,000 followers. Learn about his approach to providing online educational content tailored to attract HENRYs (High Earners Not Yet Rich). Explore the techniques Nate employs to produce compelling short-form videos that not only gather views but also convert followers into clients. Are you curious about integrating social media into your business strategy? Wondering how to create content that resonates and drives engagement? Tune in to uncover these insights and more with social media financial advisor Nate Hoskin!

In this episode, Rory talks with Bari Tessler, a pioneer in the field of financial therapy and the author of The Art of Money. Discover how Bari uniquely combines psychology with practical financial guidance to help clients gain greater clarity and well-being around money. Learn about her three-step method involving Money Healing, Money Practices, and Money Mapping, which helps individuals navigate their financial lives with greater awareness and intention. Explore the impact of emotional healing on financial behaviors and find out how mindfulness can transform your financial decision-making process. Do you want to know how you can use rituals like 'money dates' and regular financial check-ins to improve your habits? Wondering how to align your financial actions with your life’s phases and priorities? Tune in to uncover these insights and more with financial therapy pioneer Bari Tessler.

In this episode, Rory welcomes Jason Yeh, founder of Adamant Ventures, to explore the world of venture capital and how he is helping founders fundraise with confidence. Discover the crucial role context plays in successful fundraising and learn best practices for engaging investors. Explore Jason's "Narrative B.I.G." methodology and understand why venture capital is often a game of home runs and strikeouts. Learn how Jason simplifies the complex process of fundraising, making it more accessible and less intimidating for new founders. Find out how investor psychology influences fundraising outcomes and why understanding this can be a major advantage for entrepreneurs. Are you curious about the keys to effective communication in venture capital? Do you want to know how to tailor fundraising strategies to match investor psychologies? Find out the answers to these questions and more in this Fundraising Founder episode with Jason Yeh.

In this episode, Rory speaks with Anthony Venette, a CPA and accredited business valuation professional, about the significant Supreme Court case, Moore v. United States. Discover how this pivotal case challenges the foundation of the current tax code and has the potential to reshape future taxation. Learn about the three primary business valuation methods discussed: the income approach, the market approach, and the asset approach, for determining fair market value. Anthony provides insight into the specifics of minority discounts, explaining the discount for lack of control and the discount for lack of marketability, which are crucial for valuing minority interests in businesses. Do you want to find out ways in which you can use the elevated gift tax exemption before before the it sunsets in 2025. Curious to learn more about strategies being used by privately held business owners? Find out the answers to these questions and more with business valuation and estate planning optimization expert Anthony Venette!