Innovating Financial Education with Brent Neiser
In the latest episode of Bridging the Gap, your host, Matt Reiner, engages in a thought-provoking conversation with Brent Neiser, the CEO of 'What's Next with Money.' Beyond the confines of traditiona...
28 Helmi 202438min
Insights on AI and Authenticity with John Prendergast
In the latest episode of Bridging the Gap, Matt Reiner welcomes guest John Prendergast, CEO of Blueleaf, podcast host, and CEO of talking about media & tech in wealth management. Jump into a compellin...
21 Helmi 202450min
Innovating Marketing and Building a Sustainable Brand with Stephen Oliver
In this episode of Bridging the Gap, Matt is joined by Stephen Oliver to delve into his wealth of experience in the world of marketing within the financial industry. Stephen emphasizes the importance ...
15 Helmi 202442min
Strategic AI Integration with Kirk Drake's Vision for Financial Institutions' Future
In the latest episode of Bridging the Gap, Matt Reiner is joined by guest Kirk Drake, an entrepreneur with significant experience in the banking sector, particularly with credit unions. Matt and Kirk ...
8 Helmi 202448min
Aligning Financial Advice to Client Expectations with Tom Rieman
In this episode of Bridging the Gap - Matt welcomes Tom Rieman, the CEO and founding partner of Practice Intel. Tom underlines the importance of competence in the financial industry, highlighting that...
31 Tammi 202449min
The Future of Investment with AI with Chris Shuba
In this week's episode of Bridging the Gap, Matt is joined by Chris Shuba to delve into the evolving landscape of investment management. Chris Shuba is the CEO and co-founder of Helios. They explore t...
24 Tammi 202437min
Reinventing Identity Verification and Data Security with Eli Wachs
In the latest episode of Bridging the Gap, Matt sits down with Eli Wachs, co-founder and CEO of Footprint, to dig into the world of data security, privacy, and the future of identity verification. The...
17 Tammi 202441min
Infusing Financial Portfolios with Healthcare Considerations with Christine Simone
This week on Bridging The Gap, Matt welcomes Christine Simone, CEO and Co-Founder at Caribou, a software to help financial advisors plan for their clients' current and future healthcare costs. Listen ...
10 Tammi 202448min
