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.
The Increasing Complexity and Personalization of Client Experiences For Financial Advisors
One of the best ways to deliver a personalized experience: Client Segmentation. In this episode of Bridging The Gap, Matt Reiner explains the "creepy" factor in today's digital advertising and how it can effectively lead to personalized experiences. Creepiness aside, when we adapt this approach into our practices, it leads to relevant, meaningful, and relatable information shared with our clients. It puts us in a position to deliver the most value and deliver on the expectations our clients have of us.
Handling Client Reactions with Matt Reiner
Markets are emotional, and money causes people to be irrational. It’s our job as financial advisors to manage both emotional and potential irrationality. We are psychologists who help people manage their money.
On this episode, we discuss the ability to explain the “why” of certain aspects of the financial advisory industry with our clients to help reduce fears, worries, and irrationality and work with our clients toward their financial goals.
Using Lessons from Meditation for the Financial Advisory Industry with Jonathan DeYoe
An amazing mind in our industry, Jonathan DeYoe, CPWA, AIF, Founder and CEO of Mindful Money, shares how we can flip the script on the delivery of financial advice to our clients. He shares lessons from meditation and how those can be translated to building a financial advisory firm that shifts the conversation and the focus from performance relative to a benchmark to performance relative to your goals and objectives. We have an intriguing conversation about how these lessons from meditation and Buddhism can apply to the financial advisory industry.
Building Client Experiences Around Thoughtfulness with Nelson Greene
Nelson Greene, VP of Business Development at Benjamin, shares his knowledge and experience of working in banking, wealth management, and custodial businesses, and how these apply to financial advisors.
On this episode, we discuss the importance of financial advisors, the three verticals of why adoption of innovation is so difficult in our industry, and building client experiences around thoughtfulness.
Analyzing Work Policies in the Financial Advisory Industry with Matt Reiner
COVID-19 created a lot of change. When you look at major companies, these companies have changed their work policies to be fully remote and are closing down their offices. COVID-19 forced new work policies and innovation, and we’ve discovered that we have the capability to work in an entirely new environment.
What is the financial advisory industry going to do? On this episode of Bridging the Gap, we look at what work policies could look like when we get back to our “new normal” post-COVID-19.
Shanna Tingom Shares How to Create an Efficient Advisory Firm
Consultant and financial planning advisor Shanna Tingom joins us on this episode of Bridging the Gap to discuss how to create an efficient financial advisory firm. With experience in building her own consulting and financial planning firms, Shanna knows from firsthand experience how to integrate and innovate in a way that helps firms become more efficient through technology and process innovation. She has overcome the same hurdles that many advisors face when it comes to technology, and now she helps other firms overcome those hurdles to create an efficient firm.
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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!