AFO|Wealth Management Forward
Hosted by Rory and Rory Henry · For Entrepreneurs, Financial Advisors and Accountants
5.0from 21 ratings
- 232
- Episodes
- 76
- Transcribed
- 21
- Ratings
- Daily
- Cadence
- 2021
- First episode
- 5K
- YouTube views
About AFO|Wealth Management Forward
AFO|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 transformative power of AI to the human-first principles of behavioral finance, we dive into the emotional and psychological aspects of money and meaning.
- Publisher
- For Entrepreneurs, Financial Advisors and Accountants
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 6 Feb 2021
- Latest episode
- 13 Aug 2026
Latest episodes
76 of 232 episodes have a transcript.
13 Aug 2026TRANSCRIPT
Why Relationships Win in an AI World w/ Alexandre Lin
16 Jul 2026TRANSCRIPT
The Personal Operating System of High Performers
22 Jun 2026TRANSCRIPT
Behind the Scenes of the TV Series Playbook Finance w/ Arthur Bonner
Inside a recent episode
Why Relationships Win in an AI World w/ Alexandre Lin
Published 13 Aug 2026 · Transcript excerpt
[…] As more and more people are starting businesses that have their personal finances that need to be addressed, that AI and technology should be able to synthesize this information and give even the mass affluent folks out there advice and guidance that – gives them a greater picture into what their financial makeup looks like. Yeah, so I think what AI, well, AI is here, AI is here to stay. I think it's going to be a big threat to software. As we know, it's going to push software to do two things. One is to be real experts at what they do and not just be generic, right? Otherwise, cloud can just do it. […]
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See plansWho has been a guest on AFO|Wealth Management Forward
Names identified in recent episode analyses. Showing up to five guests.
- Alexandre Lin
- Marissa Messana
- Arthur Bonner
- Bill Walton
- Blake Christian
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 5,400
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 18 ratings
- Spotify
- 5.0 / 5
- 3 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 70
- Social presence
- 0
- YouTube
- 68
- Engagement
- 51
Contact AFO|Wealth Management Forward
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about AFO|Wealth Management Forward
Who hosts AFO|Wealth Management Forward?
Rory and Rory Henry host the show. Published by For Entrepreneurs, Financial Advisors and Accountants.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does AFO|Wealth Management Forward take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
76 of 232 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of AFO|Wealth Management Forward?
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