83 episodes

Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

Bridging The Gap Bridging The Gap

    • Business
    • 4.5 • 8 Ratings

Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

    Using LinkedIn to Grow Your Network and Niche with Charlie Van Derven

    Using LinkedIn to Grow Your Network and Niche with Charlie Van Derven

    Joining us from the sandy beaches of Florida, Charlie Van Derven, the Founder of Social Advisors and LinkedIn Guru, walks us through his foresight of social media years and what it is for advisors and firms today.
    Charlie takes us through the challenges advisors face with content marketing, building your LinkedIn network and niche, and the importance of a simple message to a new connection right after it’s made on LinkedIn. He also walks us through tools to help advisors overcome and stay committed despite the drawbacks of not seeing instant gratification and ROI from your first couple of posts.
    Guest Bio:
    Charlie Van Derven has coached and worked with financial professionals since 1998.
    Throughout his career, Charlie has worked with recognizable names such as Morgan Stanley, LPL Financial, Farmers Insurance, UBS and others, to assist in developing digital strategy. This successful work with major firms gives Charlie a unique glimpse into the interaction between corporations and their sales channel, resulting in successful marketing and business development campaigns.
    Charlie founded Social Advisors in 2013 after years of leadership roles with major marketing and business development firms in the industry. Social Advisors assists financial professionals in leveraging the best digital tools to engage and grow their networks, prospects and books of business.
    Today, Social Advisors offers clients an entire complement of professional support. Their product suite provides all the knowledge and tools necessary for financial professionals to scale their business development.
    As a father and husband, much of Charlie’s time outside the office is dedicated to family. In his spare time, you’ll find Charlie paddle boarding, golfing, RVing across the country or rehabbing his home in Florida.

    • 41 min
    Employing Effective Time Management Strategies with Bill Bloom

    Employing Effective Time Management Strategies with Bill Bloom

    Bill Bloom, President of Bloom Financial Company, Founder of the Diane Money® app, and Podcast Host of ‘Retire as You Desire,” joins me on today’s episode of Bridging The Gap.
    Bill shares his advocacy of effective time management, and how he taught himself to split his week into three parts. He dives into how he incorporates this mentality and has time for his family.
    We also had a fun conversation surrounding how to help clients navigate the idea of “Retire as You Desire,” technology advancements and how these are helping clients to grow in their financial journey, as well as how to overcome the challenges of fast-moving technology advancements. Bill and I also discuss the importance of saying, “No,” how doing less is sometimes more, and knowing and understanding that you can’t please everyone all the time.
    Guest Bio:
    Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including: investments, risk management, tax planning as well insurance needs analysis.
    Bill Bloom is all about working with people who want to have a bigger and better financial future for themselves and their families.
    Bill focuses his time and energy on his clients. The clients’ success is the main focus of Bill’s practice and it is the reason why he is in business.
    Bill created a Navigation Process that is designed to help you identify the dangers, opportunities and strengths in your current financial plan so that you can Retire As You Desire. Clients will receive top-notch service in a professional and customized manner. Goals and concerns are listened to and strategies are created to help you reach your objectives.

    • 39 min
    Using Content to Attract the Right Clients with Olivia Luper

    Using Content to Attract the Right Clients with Olivia Luper

    Joining me from South Florida today on Bridging the Gap is Olivia Luper. Olivia is a writer and content marketer for financial advisor, and she’s also the host of Get AdvisorFIT Podcast.
    We discuss the importance of learning from others’ content and putting your own spin on it to make it yours, the difference between evergreen content vs. timely content, lead magnets and the benefits of having these on your website, and how to build your email campaign to produce traction to your content. Olivia also shares the creative side and the technical side of blog posts and their titles, what that entails, and how you can use these tips to drive your content.
    Guest Bio:


    Olivia Luper is the founder and chief content writer of Lexicon Content Development, a content marketing and consulting firm for financial advisors. She is also the host of the Get AdvisorFIT Marketing Podcast, the mother of three, and an NPC bodybuilder working on becoming an IFBB bodybuilding pro.


    With a master's in English literature and a passion for writing, she is a writer first and marketer second. "The heart of what I do is storytelling. The rest is just getting the story out there so the right people come through the door."

    • 42 min
    How to Engage Your Audience Through Content with Derek Pollard

    How to Engage Your Audience Through Content with Derek Pollard

    Derek Pollard, Founder at Constellar Creative, Content Specialist, Author, Editor, and Educator to the younger generation joins Matt to discuss audience engagement with your content.
    Derek shares how you can be present with your copy and empowering and knowledgeable in your writing, as well as how you can express purposeful desire and emotional intelligence in your content.
    We talk about poetry, and we also dig into the question: “Are language and words a lost art?”
    Guest Bio:
    Derek Pollard, PhD, is the founder of Constellar Creative, a content marketing and editorial agency with a focus on empowering clients to "use their words" to say it—and write it—just like they mean it.
    Additionally, he serves as Series Editor for the Poets on Poetry Series, founded in 1977 by former U.S. Poet Laureate Donald Hall and in continuous publication by the University of Michigan Press since then.
    Derek is a passionate educator and arts advocate who teaches creative writing workshops at the Downtown Writers Center and online English courses at Southern New Hampshire University, consistently named one of the nation's "Best Regional Universities" by U.S. News and World Report.
    He’s consulted on learning design and educational assessment for the College Board and has served in administrative roles at Johns Hopkins University and The Arts Branch of the YMCA of Central New York and on the Creative Professionals Board at Urban Arts Partnership.

    • 49 min
    Avoiding Common Marketing Mistakes with Alex Cavalieri

    Avoiding Common Marketing Mistakes with Alex Cavalieri

    Alex Cavalieri, Co-Founder and CEO of Advisor I/O (formerly Seven Group), Managing Director and Head of Marketing and Strategy at CION Investments, and host of "The Advisor Lab" podcast, joins me today on Bridging the Gap to discuss marketing mistakes. He shares stories about working with advisors and firms and the struggle that these firms have with delegation. Alex also shares how to understand your clients to better communicate, create content, and why this is so important.
    This conversation can help us, as advisors, better understand the need for marketing and targeting our niche, and can help you become a better marketer to your clients.
    Guest Bio:
    Alex Cavalieri serves as a Co-Founder and CEO of Advisor I/O (formerly Seven Group), a platform to help advisors market better. He also hosts the Advisor Lab podcast - assisting advisors to build their practice the right way. Before joining CION Investments in 2017 to lead marketing, then launching Seven Group in 2019, Alex served as a Vice President at BlackRock, leading digital growth areas for iShares and http://blackrock.com/ (BlackRock.com) U.S. experiences.
    Previously, Alex was responsible for developing and managing digital programs and experiences within the Retirement Marketing division and BlackRock’s Campus Recruiting. He’s also held various strategy, marketing, and sales roles at Glocal, Omni Corporation, and Workbridge Associates. Alex received his Bachelors in Communications and Rhetorical Studies from Syracuse University in 2010. Learn more about Advisor I/O, formerly Seven Group at: https://www.advisorio.co/ (https://www.advisorio.co/)

    • 40 min
    Navigating Your Financial Journey to Bliss with Kelley Long

    Navigating Your Financial Journey to Bliss with Kelley Long

    Kelly Long, Financial Coach, Financial Wellness Expert, Consultant, Freelance Content Creator, and Founder of Financial Bliss, joins me on this episode of Bridging The Gap. We discuss the energy of money, perfectionism, and overcoming the need to do something.
    She also shares how to navigate through financial stress, seeing challenges as opportunities, and her meaning to the pathway to bliss in your financial journey.
    Guest Bio:
    Kelley Long is a personal finance expert and financial wellness coach who is on a personal mission to empower all people to feel and be great with money. She is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Public Accountant, and is frequently cited in the media, including the NY Times, Wall Street Journal, Washington Post and Reuters.
    Kelley lives by her personal definition of financial security, which is using money to get to a place where you are able to make decisions in your life for every reason except money. She overcame her own poor money habits that lead to climbing out of 5-figure debt not once, but twice, as an example of how and why addressing the psychological aspects of money is as important, if not more so, than providing just financial education and planning. She’s the founder of the Find Your Financial Bliss Coaching Program and a frequent speaker and writer on personal finance topics.

    • 47 min

Customer Reviews

4.5 out of 5
8 Ratings

8 Ratings

Jon_Clem ,

Actionable advice to improve

Finally there is a podcast that gives actionable advice on how to improve my firm and practice. Keep the great content and value coming!

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