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

In this episode, Rory speaks with Greg Adams, CFO of the American Management Association and author of the darkly humorous financial crime thriller "Green Shades: Accountants Aren't Supposed to Die This Way." Discover how Greg's novel blends financial details with a suspenseful storyline, following the protagonist, Dex McCord, who finds himself ensnared in an international cover-up with major global consequences. Learn about the significant roles and earning potentials of CFOs, the evolving landscape of finance, and the importance of branding to attract talent to the accounting profession. Listen as they discuss the need for developing personal skills like communication and leadership to excel in today's workplace. Are you curious about how to make accounting more attractive and engaging? Do you want to know the inside tips and topics about the accounting world included in Greg's novel? Find the answers to these questions and more in this financial crime thrilling episode with Greg Adams.

In this episode, Rory Henry welcomes Derrick Kinney, author of Good Money Revolution, and media personality seen on Fox, CNN, Forbes, and CNBC. Derrick shares his journey into financial services, driven by a desire to help people like his parents access vital financial knowledge. Discover how Derrick's innovative approach and strategic partnerships have helped advisors build seven to eight-figure businesses while living purposefully and doing good. Learn about the importance of routines in generating revenue, the value of having a dream team, and how setting clear, actionable goals can lead to success. Derrick also discusses the significance of creating a culture that addresses employees' holistic well-being and the power of owning a problem to differentiate yourself in the advisory space. Tune in for an insightful conversation packed with actionable strategies to elevate your practice and make a meaningful impact. Are you curious about how to implement a purpose-driven business model? Do you want to know how strategic partnerships can accelerate your growth? Find the answers to these questions and more in this Good Money episode with Derrick Kinney!

In this episode, Rory speaks with Hal Hershfield, a professor at UCLA Anderson School of Management and the author of "Your Future Self". They explore the concept of 'Mental Time Traveling' and the science behind creating a vivid visual picture of our future selves to make better decisions today. Hal shares insights on 'Projection Bias' and the 'Extreme Discounting of Future Rewards', explaining how our current state can cloud our future decisions and how our preferences can drastically reverse when faced with immediate rewards. He also discusses the role of the temporal parietal junction in our brains, explaining its crucial role in fostering empathy and perspective-taking, which can help us better understand and empathize with our future selves. Additionally, Hal discusses the role of algorithms in predicting our preferences and the potential of commitment devices we can use as guardrails for our future behavior. Curious about why Hal used images of Matt Damon and Natalie Portman in his research on connecting with our future selves? Ever wondered what the real-life serial killer, who inspired the show 'Dexter', has to do with our future self-concept? Tune in to this episode with renowned research and UCLA Professor Hal Hershfield to find out more.

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!