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AFO|Wealth Management Forward
For Entrepreneurs, Financial Advisors and Accountants
218 episodes
4 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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Making a Difference: Life Skills You Can Learn from Sports, Academics, Work (& Failure)
AFO|Wealth Management Forward
32 minutes 40 seconds
4 months ago
Making a Difference: Life Skills You Can Learn from Sports, Academics, Work (& Failure)

In this episode, Rory speaks with Cecil Nazareth, CPA, professor, coach, and author of Making a Difference: Life Skills You Can Learn from Sports, Academics, Work (& Failure), about what it really takes to succeed in business and in life. Cecil shares his journey from professional field hockey player in India to international tax expert and accounting professor in the U.S., offering practical advice on discipline, resilience, and the lessons we learn from failure. He explains why education should focus on real-world, transferable skills, and how repetition, visualization, and storytelling can help professionals stay sharp under pressure. Cecil also shares his philosophy on lifelong learning, the value of self-assessment, and his idea of the “24/7 earning cycle” — earning during the day and putting your money to work at night. Are you ready to rethink how we teach and grow the next generation of professionals? Want to know how sports, setbacks, and stories can lead to a more focused and fulfilled life? Find out the answers to these questions and more in this inspirational conversation with Cecil Nazareth CPA.

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.