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.
Going the Distance in the Financial Industry
Zachary Bouck, CIMA®,Co-Founder of Denver Wealth Management, and a recent honoree of Investment News’s 40 Under 40, joins Matt on this episode of Bridging The Gap. They discuss long-distance running, AI and its impacts on our industry, his path to where he is today, and more! You’ll find takeaways throughout this entire interesting conversation.
Identifying Needs in the Wealth Management Industry
Kevin Mahoney, recipient of Investment News’s 40 Under 40, shares his unique journey from a salary cap professional in the NFL into the wealth management industry. After moving to Atlanta and diving into real estate, a life event led to him identifying a need and a gap in wealth management.
Join the conversation now for Kevin’s inspiring journey.
Finding Yourself in the Financial Planning Industry
Tommy Breedlove, executive coach and a Wall Street Journal and USA Today best-selling author, joins Matt Reiner on this episode and shares actionable insights into finding ourselves in this industry.
Listen in to this life-changing conversation now.
Inspiring Diversity in the Financial Industry w/ Erin Voisin
On this episode of Bridging the Gap, we talk with Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®, and Managing Director of EP Wealth Advisors. Erin is a leader of diversity in our industry!
Erin’s initiatives include inspiring women to be more involved in the financial industry, as well as financial literacy and helping to train the youth to be more literate with their finances to create brighter financial futures. Her background, her focus, and her drive is something that we need in our industry.
Be sure to share your questions and takeaways from our conversation with Erin!
Creating a Consistent Client Experience in Wealth Management
Matt Sonnen, Founder and CEO at PFI Advisors, joins me on this episode of Bridging The Gap. We discuss how Matt became interested in wealth management, what advisors need to do to create a consistent client experience, why someone would choose to work with a financial advisor, and more.
The Changing Landscape of Financial Advisors w/ Josh Nelson
Josh Nelson, CFP®, Founder and CEO at Keystone Financial Services, joins Matt Reiner on this episode of Bridging The Gap. Josh gives tips on how he grows and markets his own podcast, shares his perspective on the financial services industry, and discusses why advisors are going to be forced to change – which, as it turns out, maybe they won't.
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!