Accounting Influencers

Episode 115. In today's interview, "Financial Literacy, Family Businesses & Wealth Management."Rory Henry has 15+ years of experience working in both the tax and most recently financial advisory professions. He has built a program, AFO Wealth Management Forward, that works with accounting firms to implement Holistic Wealth Management Services. A technology enthusiast at heart, Rory is adept at finding ways to improve the client experience using technology to streamline tax, accounting, and wealth management services. He is the co-host of a leading accounting and finance podcast called AFO Wealth Management Forward. Rory’s interviews include the WSJ, Forbes, Fortune Magazine, Accounting Today, AccountingWeb, as well as Venture-Backed Fintech Companies and Nationally Recognized Thought Leaders.Robert Santos has over 20 years of financial experience working with institutions, companies, and entrepreneurs. Robert is currently the founder of Arrowroot Family Office, LLC, a boutique wealth management firm worki