AFO|Wealth Management Forward

The Transformation Economy w/ Joe Pine


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In this episode, Rory speaks with Joe Pine, co-author of The Experience Economy and author of the new book The Transformation Economy, about the progression of economic value and why financial professionals are uniquely positioned to guide lasting change. Joe explains how we’ve moved from commodities to goods, services, and experiences and now into the Transformation Economy, where the true value lies in helping clients achieve their aspirations across health, wealth, wisdom, and purpose. He introduces the concept of the “aspirant,” explores why all transformation is identity change, and shares how preparation, reflection, and integration can turn ordinary client interactions into meaningful breakthroughs. They discuss why charging for outcomes aligns incentives, how AI can augment coaching, and why the future of advice is about guiding human flourishing, not just delivering a product or service. Want to know how to design client journeys that move beyond experiences and into true transformation? Curious how to become the guide to a clients’ hero’s journeys? Find out the answers to these questions and more in this forward-looking conversation with Joe Pine.

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AFO|Wealth Management ForwardBy For Entrepreneurs, Financial Advisors and Accountants

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