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
The Transformative Power of “Why” in Finance and Reimagining Retirement with James Conole
James Conole, CFP®, Founder of Root Financial Partners and host of the Ready For Retirement podcast, joins Matt on this episode of Bridging the Gap. Together, they dive into the deeper aspects of fina...
20 Joulu 202340min
Guiding RIA Firms with Intention, Innovation, and Operational Efficiency with Tammy Lee
This week on Bridging The Gap, Matt sits down with Tammy Lee, CFP®, Founder, Fractional COO, and Implementation Specialist at RIA Strategic Implementation & Execution (RIASIE), and Financial Advisor a...
13 Joulu 202340min
