HeyJaredAFO|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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 13, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
Why Relationships Win in an AI World w/ Alexandre Lin (opens the original)
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In this episode, Rory speaks with Alexandre Lin, co-founder and CEO of Summit, a general ledger technology built for family offices, about the growing complexity of managing family wealth and how technology is changing the way accounting and advisory firms serve clients. Alexandre shares the personal story behind Summit, which began when he was unexpectedly tasked with managing his family’s businesses and entities across multiple countries and discovered how difficult traditional accounting soft
The Personal Operating System of High Performers (opens the original)
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In this episode, Rory speaks with Marissa Messana, founder of Marigold Elite Partners, executive performance coach, former professional golfer, and former Sports Illustrated host, about helping high performers reach the next level without sacrificing what matters most. Marissa shares her journey from professional golf to entrepreneurship and explains how the same principles that drive elite athletes can help executives, entrepreneurs, and advisors perform at their best. She introduces her three-
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