Bridging The Gap

Bridging The Gap
  • 4.7 (12)
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Bridging The Gap

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.

  1. 1 DAY AGO

    The Intersection of Money, Psychology, and Happiness with Shaun Maslyk

    In this episode of *Bridging the Gap,* Matt talks with Shaun Maslyk about how our money behaviors are deeply connected to our psychology and overall well-being. They dive into the idea that financial planning isn’t just about managing money but about helping clients align their finances with what truly makes them happy in life. Shaun introduces the concept of "money stories"—those unconscious narratives we develop early on that influence how we handle money today. Understanding these stories is key for financial advisors who want to help their clients make more thoughtful, meaningful financial decisions. The conversation touches on how financial advisors can step into the role of life guides, not just money managers. Matt and Shaun discuss the importance of helping clients see money as a tool, or the "wind in the sail," that allows them to live a fuller life rather than the destination itself. They explore key life transitions like having a child or losing a parent, which often prompt reflections on these money stories, and stress the value of psychological growth alongside financial growth during these times. Shaun also shares how he shifted from a traditional financial planner to someone who focuses on the psychological side of money. Techniques like motivational interviewing and tools like the "Money Egg" help clients uncover and reshape the deep-rooted beliefs that drive their financial behaviors. By guiding clients through these discoveries, advisors can build stronger relationships and help them create a more prosperous, purpose-driven life. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    50 min
  2. Effective Technology Integration in Wealth Management with Doug Fritz

    OCT 17

    Effective Technology Integration in Wealth Management with Doug Fritz

    In this episode of *Bridging the Gap*, host Matt Reiner welcomes Doug Fritz to discuss the challenges and opportunities wealth management firms face when integrating technology. They explore the growing complexity firms encounter as they scale, with technology requirements becoming increasingly demanding. Doug emphasizes that effective technology integration is crucial, but it should align with core business functions. Rather than overcomplicating systems, firms should focus on integrations that enhance both operational efficiency and client engagement. The conversation also highlights the strategic use of CRM systems to boost client relationships. Doug explains that successful CRM implementation must go beyond simple communication to create personalized, meaningful interactions that improve client loyalty. He stresses that technology alone cannot solve all problems; firms must carefully plan integrations that add true value to the client experience while also managing the long-term costs and upkeep of these systems. Additionally, the episode delves into the importance of cybersecurity in wealth management. Doug advises firms to invest in external cybersecurity expertise, performing regular audits and penetration tests to safeguard client data. This proactive approach helps firms stay ahead of potential threats while maintaining the trust and security necessary for long-term success. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    45 min
  3. Building Mental Toughness and Purposeful Teams with Rod Ray

    OCT 9

    Building Mental Toughness and Purposeful Teams with Rod Ray

    In this episode of Bridging the Gap, Matt is joined by Rod Ray, a developmental coach with over 25 years of experience in college athletics. Rod shares his philosophy on adapting to change and living in the present, emphasizing the pressures that young people face in today’s rapidly evolving world, particularly in college sports. He discusses the importance of focusing on personal and team development and the ways modern coaching methods, such as heart rate monitoring, can enhance performance. Rod also opens up about the value of giving selflessly—offering the best of oneself without expecting anything in return—as a key principle for building stronger teams and relationships. Rod delves deep into the concept of mental toughness, viewing it as the ability to perform under stress and pressure, and he believes it’s a skill anyone can develop. He talks about techniques, such as controlled breathing exercises and using a calm tone to manage stress. Ray also highlights how adversity builds resilience, using examples from top athletes to illustrate how challenges can be transformative. Through his recruiting experience, Rod emphasizes that determination and drive often matter more than natural talent, making adversity a valuable opportunity for growth in both sports and life. In reflecting on his personal journey, including a life-altering experience with a student’s collapse on the court, Rod explains how struggles fuel success. He encourages listeners to take action on their ambitions and to avoid the "tax of unmet potential." The episode wraps up with a focus on the importance of building meaningful relationships and finding purpose, urging financial advisors and professionals alike to invest in these aspects to achieve both personal and professional growth. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    40 min
  4. Embracing Core Values for Success with Tony J. Selimi

    OCT 2

    Embracing Core Values for Success with Tony J. Selimi

    In this episode of Bridging the Gap, Matt Reiner welcomes Tony J. Selimi, an award-winning author and coach, to uncover the keys to personal and professional growth. Drawing from his vast knowledge, including over 30,000 books read, Tony emphasizes the importance of reassessing your core values regularly. He explains how aligning these values with your long-term goals—rather than letting external pressures dictate them—is essential for meaningful growth. Through his own transformative journey from war-torn Yugoslavia to becoming a global leader in personal development, Tony shares the significance of evolving your purpose as life changes. Central to his philosophy is the practice of self-exploration. Tony encourages individuals to engage in self-awareness, self-reflection, self-regulation, and self-repair to break old habits and build emotional resilience. This holistic approach helps overcome obstacles and accelerates both personal and professional progress. His methods provide listeners with actionable tools to reassess and reframe their behaviors in alignment with long-term success. By focusing on the continuous evolution of one’s values and purpose, Tony demonstrates how personal growth is a lifelong journey. He underscores the necessity of continual learning, emotional resilience, and adapting to life’s challenges as essential components of achieving lasting impact. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    48 min
  5. Emotional Intelligence in Finance with Mitch Anthony

    SEP 26

    Emotional Intelligence in Finance with Mitch Anthony

    In this episode of Bridging the Gap, Matt Reiner and guest Mitch Anthony, a pioneer in financial life planning, explore how adopting a client-centered approach can transform the financial advisory experience. Mitch critiques the industry’s reliance on complex jargon, urging advisors to communicate clearly through analogies and metaphors. This shift makes financial concepts more accessible, fostering deeper client engagement and understanding. Rather than pushing traditional goal-setting, Mitch encourages advisors to focus on life possibilities, which opens up more meaningful conversations and better aligns financial planning with clients' real aspirations. Mitch's journey from crisis intervention to financial services has shaped his belief in service-oriented, rather than sales-driven, financial planning. Drawing from the work of Viktor Frankl, Mitch emphasizes the importance of guiding clients toward a sense of purpose. He advocates for financial advisors to tap into their clients' life goals and emotional needs, integrating emotional intelligence into their practice. By doing so, advisors can cultivate long-term relationships that are grounded in trust and understanding. The conversation also tackles advisor compensation models, with Mitch challenging the popular “we only make money when you make money” approach. He stresses the need for transparency and fairness in how advisory services are billed. Advisors can enhance their impact by asking meaningful questions that connect with clients' deeper motivations, focusing on improving their clients' quality of life (return on life), and continuously developing their emotional intelligence to create lasting, trust-filled relationships. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    36 min
  6. Derrick Kinney on Emotional Connections and Client-Centric Success

    SEP 18

    Derrick Kinney on Emotional Connections and Client-Centric Success

    In this episode of Bridging the Gap, Matt and Derrick Kinney dive into the power of emotional connection in financial advising. Derrick, known as "America's Financial Educator" and author of the bestselling book Good Money Revolution, is dedicated to helping people build wealth while living a meaningful life. He opens up about his personal journey, sharing how his childhood experiences of frequent relocations shaped his approach to relationships. His high school campaign for student body president taught him the importance of making people feel valued, a lesson that carried into his career as a financial advisor. Derrick highlights how caring about what matters to clients was key to building trust and success in his practice. The conversation shifts to the importance of truly understanding clients' emotional needs, not just their financial situations. Derrick shares how advisors can uncover underlying concerns by paying attention to patterns in client interactions and crafting stories that resonate with their emotions. This deeper connection fosters loyalty and trust, moving beyond the numbers to create lasting relationships. He also touches on his commitment to education and how it ties into his mission of making a larger impact on society. To stand out in a crowded market, Matt and Derrick stress the value of specialization, advising financial professionals to become experts in niche areas. They outline practical strategies to strengthen client relationships, like regular check-ins and personalized advice. The episode closes with powerful takeaways: practice boldness daily, inspired by Bohemian Rhapsody; use structured checklists for stability; incorporate charitable actions into your business; and always engage clients by focusing on their feelings and concerns to build genuine, lasting trust. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    54 min
  7. AI-Enhanced Financial Insights and the Future with Jason Early

    SEP 11

    AI-Enhanced Financial Insights and the Future with Jason Early

    In this episode of Bridging the Gap, Matt Reiner is joined by Jason Early to explore how technology and data integration are reshaping the financial advisory landscape. Jason explains how AI-driven solutions are enhancing the efficiency of data management, from importing and analyzing financial statements to syncing seamlessly with accounting systems. By aligning financial data with business goals, advisors can deliver more tailored, high-quality advice, which is becoming increasingly essential as business ownership transitions, particularly among baby boomers, continue to rise. The discussion also delves into the challenges of building robust platforms in a regulated industry and the importance of assembling a team that reflects the company's core values. Jason emphasizes the need for adaptable, insightful tools that can assist advisors with valuation, succession planning, and more. By staying ahead of technological trends and proactively engaging with business owners, advisors can position themselves as indispensable partners in their clients' financial journeys. Throughout the episode, both Matt and Jason highlight the significance of adopting a growth mindset—embracing the idea of having a "get to" job rather than a "got to" one. This shift in perspective fosters motivation and continuous improvement, key factors in driving long-term success for both advisors and their clients. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    36 min
  8. Navigating Challenges and Trust Building in Leadership with Jon Dwoskin

    SEP 4

    Navigating Challenges and Trust Building in Leadership with Jon Dwoskin

    In this episode of Bridging the Gap, Matt sits down with business coach Jon Dwoskin to explore his journey from an aspiring entrepreneur to a successful business coach. Jon shares the pivotal moments that shaped his career, including managing a real estate office through the challenges of the 2008 market crash and transforming it into one of the top offices in the country. His experiences underscore the importance of facing obstacles head-on and learning from them, which has informed his approach to coaching, emphasizing self-awareness, vulnerability, and effective communication in leadership roles. Jon delves into key skills crucial for entrepreneurs and leaders, such as time management and intuition. He offers practical strategies to enhance productivity, including breaking tasks into 15-minute increments and color-coding them for better visualization. He also touches on the importance of prioritization, advising leaders on how to say no to opportunities that don't align with their goals. Jon advocates for continuous learning and self-improvement, suggesting practices like meditation and journaling to strengthen intuition and enhance decision-making. Listeners will gain valuable insights on how to improve their business acumen. Jon highlights the power of a consistent calendar system, where tasks are meticulously organized to boost efficiency. He also encourages adopting small, daily habits that can lead to significant personal growth, such as dedicating a few minutes each day to a new task until it becomes second nature. Lastly, Jon emphasizes the importance of embracing vulnerability in leadership, encouraging a balance between being emotionally connected with your team and maintaining a composed, confident demeanor that prioritizes their needs. More Content For Financial Advisors and Wealth Management FirmsYouTube Twitter LinkedIn

    45 min
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4.7
out of 5
12 Ratings

About

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.

Information

  • Creator
    Bridging The Gap
  • Years Active
    2018 - 2024
  • Episodes
    187
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Bridging The Gap

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