173 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
    • 4.7 • 12 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.

    Bridging Fintech and Marketing to Guide a Powerful Client Engagement with Diana Cabrices

    Bridging Fintech and Marketing to Guide a Powerful Client Engagement with Diana Cabrices

    In this episode of Bridging the Gap, Matt Reiner welcomes brand evangelist Diana Cabrices to explore the intersection of fintech and branding in the financial industry. Diana recounts her journey from teaching English in Europe to becoming a fintech marketing expert, emphasizing the importance of emotionally accessible marketing. She explains that a brand extends beyond logos and websites, encompassing every client interaction, whether online or in-person, to foster deeper connections.
    Diana addresses the challenges fintech companies face in engaging advisors, highlighting the competitive and budget-constrained landscape of the wealth tech industry. She advises fintech firms to establish themselves as reputable sources by creating their own media and delivering educational, powerful content. Additionally, she stresses the importance of learning from successful advisors and their technology strategies, ensuring a well-mapped customer journey for effective tech integration.
    As the episode concludes, Matt and Diana discuss the future of wealth tech, touching on data ownership and the integration of various tech solutions. Diana offers practical advice for advisors: identify problems within current processes before seeking tech solutions, focus on creating an exceptional client experience at every touchpoint, and collaborate with tech vendors for intentional and effective data integration. These insights provide actionable steps for advisors to elevate their practices through strategic technology use and personal branding.
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    • 47 min
    Integrating Emotional Intelligence for Organizational Success with Marcia Reynolds

    Integrating Emotional Intelligence for Organizational Success with Marcia Reynolds

    In this episode of Bridging the Gap, Matt Reiner welcomes Dr. Marcia Reynolds, a figure in emotional intelligence and coaching. Marcia shares her journey from a challenging adolescence to becoming an authoritative voice on emotional intelligence and leadership. She emphasizes the critical role emotions play in decision-making and explains how our brain's primary function of protection often leads to quick, potentially faulty judgments. This perspective is great for leaders seeking to foster better decision-making within their teams.
    A key takeaway from Marcia’s insights is the importance of employing a coaching approach when dealing with individuals making decisions based on fear. Rather than offering logical advice, reflecting their thoughts and asking insightful questions can lead to deeper understanding and more meaningful actions. She cites a study from Spain, which demonstrated that individuals gain more insights and possibilities when guided by a coach trained in reflections, as opposed to merely being told what to do. This method activates more brain activity, underscoring the effectiveness of coaching over directive advice.
    Marcia stresses the need for organizational leaders to evolve proactively. Successful transformational change hinges on embracing a coaching culture, connecting deeply with employees, and making necessary shifts before crises occur. This involves leaders transitioning from focusing solely on personal achievements to prioritizing the development of other leaders within the organization. Incorporating emotional intelligence into leadership practices and understanding the biochemistry of motivation—feeling safe, supported, and valued—can significantly improve team dynamics and organizational outcomes.
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    • 38 min
    Strategies to Building a Coaching Culture from Jo Wright

    Strategies to Building a Coaching Culture from Jo Wright

    In this episode of Bridging the Gap, Matt Reiner engages with Jo Wright, a distinguished coach and author, to explore the transformative power of creating space and learning to say no. Jo shares her insights on how these practices can lead to significant growth by investing in people and fostering a coaching culture. She stresses the importance of leaders evolving from task-oriented roles to relationship-focused figures by asking open-ended questions, building trust, and empowering their teams to take ownership of solutions. This shift, she argues, is crucial for creating a thriving workplace environment.
    Jo Wright recommends two pivotal books for understanding and implementing coaching principles: "The Coaching Habit" by Michael Bungay Stanier and "Life in Half a Second" by Matthew Michael Wicks. These books offer practical wisdom on coaching and personal growth. Jo also shares her journey from university to a career in coaching, emphasizing the value of focusing on people, building strong relationships, and maintaining a sense of curiosity. She addresses common misconceptions about coaching, such as its perceived expense, elitism, and the notion that it is not a manager’s job, advocating for coaching to be accessible to all organizational levels.
    Key takeaways from the conversation include the need for leaders to invest in themselves and their teams by creating space for coaching and prioritizing essential tasks. Adopting a coaching mindset is essential, which involves asking open-ended questions and fostering an environment where employees feel safe and motivated to take ownership. Lastly, building trust through intentionality and authentic leadership is crucial, as it encourages honest feedback and supports a culture where individuals feel valued and driven to excel.
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    • 46 min
    Guiding Clients Beyond Money with Paul Armson

    Guiding Clients Beyond Money with Paul Armson

    In this episode of Bridging the Gap, Matt Reiner sits down with Paul Armson, a financial advisor who has transitioned his approach to focus on lifestyle financial planning. Initially drawn to the industry by the potential income from selling financial products, Paul had a major wake-up call after his mother's sudden death. This event prompted him to reevaluate his career priorities and redirect his strategy towards helping clients live their lives to the fullest in the present, rather than deferring enjoyment to the future. Paul now emphasizes the importance of understanding clients' current lifestyle and their deeper, more meaningful life goals.
    Paul advocates to move away from the traditional, product-centric approach typical in the financial services industry. He underscores the importance of advisors focusing on understanding the client's needs and guiding them towards a richer, more fulfilling life. Paul introduces the concept of lifestyle financial planning, which aims to help clients figure out "how much is enough" to live their desired life. By understanding and connecting with clients on a more personal level, advisors can provide a service that goes beyond simple financial advice, fostering trust and a more profound impact on the client's life.
    Matt and Paul discuss various tools and methodologies that can aid advisors in this client-centric approach, including surveys to gauge clients' financial confidence and specific tools Paul has developed to track clients' progress. They also touch on the challenges that come with changing clients' expectations from traditional financial conversations to more holistic life planning discussions. Paul encourages advisors to recognize the influence of the financial industry on their thinking and to prioritize the overall client experience over the narrow focus on financial products. This episode underscores the importance of advisors being life planners first, truly understanding their clients' stories, and helping them achieve their desired lifestyles.
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    • 45 min
    Bridging Psychological Safety and Innovation with Michael Bungay Stanier

    Bridging Psychological Safety and Innovation with Michael Bungay Stanier

    In this episode of Bridging the Gap, Matt Reiner and leadership coach Michael Bungay Stanier dive into the importance of curiosity and psychological safety within financial advising. Michael emphasizes the need for advisors to stay curious by asking open-ended questions like "And what else?" to better understand their clients' needs. This approach helps foster stronger client relationships and encourages deeper, more meaningful conversations.
    Michael also discusses the critical role of psychological safety in creating an environment where advisors feel secure to express ideas and take risks. By effectively managing tribe expectations, rank, and autonomy, firms can cultivate a culture of creativity and innovation. This safety is essential for driving positive change and enhancing client interactions within the financial industry.
    The episode highlights practical tools for simplifying decision-making, such as using pre-written messages for saying no, which can significantly reduce cognitive load. Michael illustrates how these strategies not only improve individual decision-making but also support broader organizational behavior changes. By focusing on both emotional and structural aspects, advisors can implement lasting change and continuously evolve to stay relevant in their field.
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    • 49 min
    Overcoming Imposter Syndrome and Finding Clarity in Authorship with Paul McManus

    Overcoming Imposter Syndrome and Finding Clarity in Authorship with Paul McManus

    In this episode of Bridging the Gap, Matt Reiner welcomes Paul McManus to explore the challenges and opportunities for aspiring authors in the financial advising industry. Paul emphasizes the importance of overcoming imposter syndrome and building a strong foundation before marketing a book. He highlights that writing a book should be seen as a powerful tool for establishing authority and accelerating sales, rather than just generating royalties. Both Paul and Matt stress the need to deeply understand your audience, including their fears and desires, to create content and marketing strategies that resonate.
    Paul shares the long-term benefits of a well-crafted book, such as establishing credibility and generating client referrals. He recounts a success story of a client whose book significantly boosted his commissions and led to speaking engagements. Matt relates to these experiences, discussing his own battles with imposter syndrome and the complexities of creating engaging content. The episode provides practical strategies for effective storytelling, targeted market research, and prioritizing authority in marketing efforts.
    Key takeaways include the importance of conducting market research to understand the target audience, using a book as a sales tool to establish authority and filter prospects, and focusing on marketing oneself as an authority to enhance client attraction and business growth.
    Paul and Matt leave listeners with a clear message: writing a book is a strategic tool for financial advisors to establish authority, attract clients, and grow their businesses. They stress the importance of understanding the audience, leveraging the book for marketing, and focusing on building credibility through thoughtful content and engagement. Their insights and personal experiences provide valuable guidance for advisors looking to overcome challenges and harness the power of authorship in their professional journey.
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    • 48 min

Customer Reviews

4.7 out of 5
12 Ratings

12 Ratings

Stay Hall ,

Transcending show that cares for people over $$

Matt, is an all time host, friend and planner. This show is not only something you need to always tune into but you know these guests are great people to work with for whatever your needs may be!

Mary Schmid ,

Bringing in different pespectives

Equal parts of enlightening and enjoyable with new ideas and trends from progressive thinkers!

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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