Bridging The Gap Bridging The Gap

In this episode of Bridging The Gap, Matt welcomes Jacob Turner, a former professional baseball player and the 9th overall pick in the 2009 Major League Baseball Draft. Now serving as the Co-Founder and Partner at Moment Private Wealth, Jacob shares his journey, offering valuable insights into the unique financial challenges athletes encounter. Jacob shares enlightening personal anecdotes, detailing a significant time abroad and the adjustments needed to navigate the shifting financial landscapes during the prime earning years of athletes. The conversation dives deep into the importance of financial discipline, fostering vulnerability when sharing personal stories, and the significance of being actively involved in one's financial planning process.
Matt and Jacob dissect the complexities of transitioning from the structured life of professional sports to the entrepreneurial journey. Jacob sheds light on the critical aspects of creating structure and maintaining discipline, as well as the value of continuous learning and ego management. Listeners will gain an understanding of the parallels between sports and entrepreneurship, and how these experiences impact financial and personal growth.
During the episode, Jacob opens up about the importance of trust in the wealth management industry and offers his predictions for the future. He also highlights the significance of standing out by authentically sharing experiences and emphasizes the value of content marketing. Matt applauds Jacob not only for his career transition but also for refining specialized knowledge and crafting a distinctive personal brand. This episode is not just a treat for sports and finance enthusiasts but also for anyone looking to find balance and purpose in their professional and financial endeavors.
More Content For Financial Advisors and Wealth Management Firms
YouTube
Twitter
LinkedIn

This week, Matt Reiner teams up with Kristin Shea, RICP®, a true powerhouse in the finance industry. Some of her roles include Executive Producer of the "Do Business. Do Life." Podcast, Best-Selling Author in Financial Services, Chief Product Officer at Triad Partners, and Education Outreach Advisor for the Alliance for Lifetime Income, among other roles as well.
Listen as Matt and Kristin engage in enlightening conversations on topics such as brand authenticity, the significance of transforming services into products, and the influence of social media in shaping robust brands. Leveraging her extensive experience in the finance industry, Kristin provides valuable insights into her journey from selling annuities to assisting advisors in expanding their businesses.
Kristin shares relatable analogies from Tim Ferriss's book, "Tribe of Mentors" and McDonald's success story to vividly explain how service professionals can turn their services into products. She highlights the need for systems and processes to provide consistency, while also discussing the power of personalization and authenticity in engaging your audience. Through her conversation with Matt, Kristin delves into practical insights on how advisors can effectively apply these concepts to foster the growth of a sustainable business.
Furthermore, Kristin explores important concepts like client experience and retention, as well as, the difference between success and significance. She offers her perspective on how advisors often burn themselves out in pursuit of success, suggesting a shift of focus to delivering fulfillment and happiness. Tune in to this insightful session filled with the fascinating personal journey of Kristin, who, from a thirteen-year-old with a multitude of interests, has gone on to make a significant impact in the finance industry.
More Content For Financial Advisors and Wealth Management Firms
YouTube
Twitter
LinkedIn

In this episode of Bridging the Gap, Matt sits down with John Lenker, Founder and Chief Vision Officer of LENKER, Owner of Wood + Metal Fabrications LLC, and Author, and Kevin deLaplante, Ph.D., Partner and Chief Knowledge Officer at LENKER, Founder of the Critical Thinker Academy, and Founder of the Argument Ninja Dojo. From personal branding to marketing strategies, John and Kevin share their insights and experiences in building successful businesses and cultivating their own unique brands. 
They discuss the importance of understanding how people learn in marketing, developing authenticity, and crafting a compelling value proposition. With practical advice and impactful stories, this episode offers knowledge on building a personal brand, staying focused in business, and creating lasting success in the competitive world of marketing.
John and Kevin explore the "Do Be Have" concept as a pathway to success, stressing the importance of being the right kind of person and putting in the required effort. They also touch upon the fragility of one's reputation in the business world and stress the ongoing importance of maintaining authenticity, even as one reaches higher levels of success. Additionally, they shed light on the key elements of a brand: reach, reputation, and relationships. Furthermore, they share strategies for expanding brand reach and the importance of intentional influence and crafting a strong reputation over time.
Whether you're an aspiring entrepreneur, marketing professional, or simply interested in the dynamic world of business, this episode offers practical tips and inspiring stories to help you bridge the gap between academia and the professional world, and carve your own path to success.
More Content For Financial Advisors and Wealth Management Firms
YouTube
Twitter
LinkedIn

In this episode of Bridging The Gap, Matt is joined by Stoy Hall, CFP®, CEO, and Founder of Black Mammoth, as well as the Founder and Fund Manager at Kᾱlᾱ Capital. Together, they explore the challenges and progress within the financial industry, emphasizing the importance of wealth beyond money and the value of emotional intelligence in financial planning.
As you listen to this episode, you'll discover Stoy's strong advocacy for establishing meaningful connections and relationships with individuals. He is dedicated to advancing financial literacy for everyone. Stoy's drive to educate others about finance is deeply rooted in his personal experiences, from witnessing the repercussions of financial illiteracy in people's lives to finding inspiration in his travels through Tanzania and Kenya. He firmly believes that wealth extends beyond mere finances, focusing on the pursuit of happiness and using money as a tool to achieve it.
Furthermore, Stoy unveils his innovative approach to financial planning through his Modern Family Office. This approach offers comprehensive services and positions him as a collaborator in every aspect of his clients' lives.
Throughout this episode, you'll gain valuable insights into the industry's need for collaboration, transparency, and the profound impact of representation and diversity.
More Content For Financial Advisors and Wealth Management FirmsYouTube
Twitter
LinkedIn

In this episode of Bridging The Gap, Matt Reiner sits down with Bob DePasquale, CFP® CAP®, Founder of Initiate Impact, Chief Generosity Guy and Keynote Speaker at Bob DePasquale Media, and Author. Listen as Bob shares his personal journey and how a life-changing event at eighteen years old shaped his understanding of the world and the power of giving. 
He explores the different ways we can be generous, including actively participating in organizations and helping people engage in acts of kindness through travel. Bob emphasizes how direct giving can attract devoted individuals and top talent to organizations. He talks through a touching story about Tim, a kind family man lost on 9/11. He also uncovers the emotional impact of Howard Lutnick's post-9/11 press conference and how acts of giving trigger oxytocin release, fostering love and connection. 
In the course of the episode, Matt and Bob delve into multiple facets of generosity, the intricacies of financial planning, and the journey of discovering one's life purpose. Bob explores his approach to financial planning and details the psychological reasons behind the positive impact of generosity on well-being. Later in the episode, Bob unravels the distinction between generosity and radical generosity. His valuable insights and personal experiences take us on a comprehensive journey, diving into the impact of generosity on both individuals and society as a whole.
More Content For Financial Advisors and Wealth Management FirmsYouTube
Twitter
LinkedIn

In this episode of Bridging the Gap, Matt sits down with guest Corey Westphal, Founder and CEO of Mobile Assistant, an easy, secure and accurate way to document meeting notes and information. Join them as they delve into the world of accurate data and transcription services for financial advisors. 
Corey emphasizes the value of precision amid rampant misinformation, and how his company aims for 99.6% accuracy through human reviews. They discuss accurate data's role in maximizing AI tools and Mobile Assistant's transformative transcription services in finance. Corey also explains how the idea of using dictation for financial advisors, inspired by the medical field, presented challenges and learning curves.
Additionally, Corey and Matt explore the developments in voice technology, its fusion with CRM systems like Redtail, and how technology can improve interactions between advisors and clients while streamlining operations. Corey provides valuable insights into the evolving role of technology in the financial industry, the pivotal role of precise data for advisors, the journey of Mobile Assistant, as well as the components for quality note-taking to achieve ideal dictation.
More Content For Financial Advisors and Wealth Management FirmsYouTube
Twitter
LinkedIn