AFO|Wealth Management Forward

This podcast is for Accountants and CPAs who are looking to grow their service offerings and capitalize on their clients. We unlock the secrets to success from subject matter experts to help people evolve both personally and professionally. Rob and Rory of Arrowroot Family Office bring on industry-leading experts to discuss how accounting firms and financial advisors can elevate their practice via the adoption of Holistic Wealth Management Services. Listen and learn about the latest developments in technology, the markets, finance, and accounting professions.