FutureProof Advisor Podcast

FutureProof Advisor Podcast

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

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Jaksot(200)

Danny Kofke on Building Financial Resilience Through Values-Based Decisions

Danny Kofke on Building Financial Resilience Through Values-Based Decisions

In this episode of Bridging the Gap, I have an enlightening conversation with Danny Kofke to open up about strategies that advisors can use to support their teams and enhance their firms. Danny draws ...

14 Elo 202438min

Reiner Lomb on the Seven Essential Emotions for Effective Leadership

Reiner Lomb on the Seven Essential Emotions for Effective Leadership

In this episode of Bridging the Gap, Matt Reiner is joined by Reiner Lomb about the importance of purpose, leadership development, and fostering a culture of innovation within organizations. Lomb shar...

7 Elo 202444min

Rick Burgess on the Future of Financial Data Integration and Tech Solutions

Rick Burgess on the Future of Financial Data Integration and Tech Solutions

In this episode of Bridging the Gap, Matt Reiner sits down with Rick Burgess to explore the in's and outs of data models and workflows within the financial industry. Rick, who has been a partner with ...

24 Heinä 202441min

Enhancing Recruitment Processes and Company Culture with Claire Vitale

Enhancing Recruitment Processes and Company Culture with Claire Vitale

In this episode of Bridging the Gap, Matt Reiner connects with recruitment expert Claire Vitale, focusing on strategies to optimize the recruitment process and attract top-tier talent. Claire emphasiz...

17 Heinä 202442min

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...

10 Heinä 202447min

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 ...

5 Heinä 202438min

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 i...

26 Kesä 202446min

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 indu...

20 Kesä 202445min

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