AFO|Wealth Management Forward

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 Nudge and how it helps advisors ensure clients take actionable steps towards their financial goals. Learn how Nudge 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!

In this episode, Rory speaks with Oliver Schnusenberg, a professor at the University of North Florida, about the emerging field of neurofinance. Discover how insights from neuroscience are being applied to analyze our financial decision-making. For example, learn why spotting a Louis Vuitton bag might trigger a desire to splurge, and how reflecting on personal values can help us resist such spending impulses. Learn about the latest research on the connection between brain physiology and financial behaviors. Find out why Oliver believes it is crucial to develop affordable technologies such as functional MRIs to visualize and understand the brain's responses to financial stressors and decisions. Want to see how lessons from The Karate Kid might apply to mastering personal finance? Curious about using the 'Boomerang Effect' to enhance your communication skills? Join us for this exploration of neuroscience, finance, and human behavior with Oliver Schnusenberg, Ph.D.

In this episode, Rory engages with Scott Rick, Associate Professor of Marketing at the University of Michigan's Ross School of Business, exploring tightwads and spendthrifts and their relationships to spending and saving. Scott shares his findings on how individuals' spending habits and attitudes toward money can influence relationship dynamics. Learn about the concept of "shopping momentum" and the "what the hell" effect, and how these behaviors affect financial decisions. Discover the importance of financial translucency in maintaining a healthy partnership and the strategies couples can employ to manage their finances effectively. Are you curious about how tightwads and spendthrifts can coexist in harmony? Do you want to understand the psychological underpinnings of your spending habits? Tune in to this episode with Scott Rick as we dive into the world of Tightwads and Spendthrifts: Navigating the Money Minefield in Relationships.

In this episode, Rory speaks with Josh Malancuk, President of J.M. Tax Advocates, about property tax management and appeals. Discover the challenges in assessing properties with unique features, such as a food processing facility, and how these can vary by state. Learn about the intricacies of the tax appeal process, including the importance of deadlines and strategic approaches to avoid overpaying. Find out why having a specialist with knowledge in valuation and tax could be the best way for you to see substantial savings for your business. Learn about the difficulties assessors have when their is a limited market, like a Tesla factory in a small town. Are you intrigued by the complexities of property tax assessments business properties? Do you wonder about the strategies to effectively go about the appeals process? Find out the answers to these questions and more in this episode with property tax expert Josh Malancuk.

In this episode, Rory talks with Nathan Astle, Founder of the Financial Therapy Clinical Institute, about the importance of healthy communication for couples regarding money. Discover ways to establish emotional safety and trust with your partner to foster a healthier and happier relationship. Nathan shares insights on the importance of creating a culture of financial openness, as well as the pitfalls of financial infidelity. Learn how understanding personal and shared financial responsibilities plays a vital role in how we show up in a relationship. Find out best practices for helping clients uncover their money stories and the yours, mine, and ours strategy for couples. Do you want to know the various ways partners exhibit financial infidelity? Are you looking for ways to better communicate with your partner about money? Find out the answers to these questions and more on this Financial Therapy for Couples episode with Certified Financial Therapist Nate Astle.

In this episode, Rory talks with David Wolfskehl, CEO and Co-Founder of C-Suite Impact, about the importance of a people-first approach in business. Discover how David's entrepreneurial journey and partnership with Phil Whitman catalyzed the formation of C-Suite Impact and how they are helping firms through growth, performance and succession. Learn about the transformative shift in the M&A landscape and the increased involvement of strategic players like family offices and private equity firms. Listen as they explore the significance of nurturing relationships and building a conducive environment for team members to thrive using a people-first philosophy. Are you curious about how a people-first mindset can revolutionize your business approach? Do you want to understand the dynamic changes in the M&A space and how they can impact your firm? Dive into this episode to find the answers to these questions and more in this People First Ecosystem episode with David Wolfskhel.