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)

Derrick Kinney on Emotional Connections and Client-Centric Success

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 bests...

18 Syys 202454min

AI-Enhanced Financial Insights and the Future with Jason Early

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 so...

11 Syys 202436min

Navigating Challenges and Trust Building in Leadership with Jon Dwoskin

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 ...

4 Syys 202445min

Imposter Syndrome, Mental Fitness, and Training your Brain with Glen Stevens

Imposter Syndrome, Mental Fitness, and Training your Brain with Glen Stevens

In this episode of Bridging the Gap, Matt Reiner chats with Glen Stevens, a mental fitness and executive leadership coach, about the common challenges high-achievers face, such as black-and-white thin...

29 Elo 202449min

Why Listening and Empathy Matter in Our Industry with Jud Mackrill

Why Listening and Empathy Matter in Our Industry with Jud Mackrill

In this episode of Bridging the Gap, I have the honor of talking with Jud Mackrill about the dynamic landscape of the wealth tech industry and the importance of understanding the industry. Jud highlig...

22 Elo 202445min

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

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