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AFO|Wealth Management Forward
For Entrepreneurs, Financial Advisors and Accountants
218 episodes
5 days ago
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 grown 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.
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Business
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All content for AFO|Wealth Management Forward is the property of For Entrepreneurs, Financial Advisors and Accountants and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 grown 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.
Show more...
Business
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How to Leverage AI and Marketing Optimization w/ Kris Lenz
AFO|Wealth Management Forward
25 minutes 45 seconds
3 months ago
How to Leverage AI and Marketing Optimization w/ Kris Lenz

In this episode, Rory speaks with Kris Lenz, founder of Kailos Marketing Lab and former creative leader at firms like Grant Thornton and MGO, to explore how AI is reshaping marketing for professional services. Kris shares how firms can use generative tools to brainstorm more efficiently, scale content creation, and streamline proposal and outreach workflows. He explains how voice and tone remain central even when using AI, and why being strategic with prompts and post-editing can make the difference between generic and standout content. The conversation also covers the importance of brand cohesion, the risks of relying too heavily on automation, and how smaller firms can elevate their presence without bloated teams or big budgets. Want to learn how to use AI to amplify your message while keeping it personal? Curious how to integrate creativity and consistency across your firm’s content? Find out the answers to these questions and more in this AI and marketing conversation with Kris Lenz.


Website: https://www.kailos.ai/


Kris LinkedIn: https://www.linkedin.com/in/kristofer-lenz

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 grown 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.