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
Reshaping Financial Advice Through Marketing, Differentiation, and Technology with Kelly Waltrich
This week on Bridging the Gap, Matt dives into the intricate world of marketing with Kelly Waltrich, former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, now CEO and Co-Founde...
6 Joulu 202344min
Financial Planning Beyond The Game with Jacob Turner
In this episode of Bridging The Gap, Matt welcomes Jacob Turner, a former professional baseball player and the 9th overall pick in the 2009 Major League Baseball Draft. Now serving as the Co-Founder a...
29 Marras 202333min
The Secret To Mastering Your Narrative and Crafting Your Unique Advisor Brand with Kristin Shea
This week, Matt Reiner teams up with Kristin Shea, RICP®, a true powerhouse in the finance industry. Some of her roles include Executive Producer of the "Do Business. Do Life." Podcast, Best-Selling A...
15 Marras 202356min
Amplifying Your Brand Presence with John Lenker and Kevin deLaplante
In this episode of Bridging the Gap, Matt sits down with John Lenker, Founder and Chief Vision Officer of LENKER, Owner of Wood + Metal Fabrications LLC, and Author, and Kevin deLaplante, Ph.D., Partn...
8 Marras 202349min
Empowering Financial Literacy: Fostering Inclusivity and Collaboration in Finance with Stoy Hall
In this episode of Bridging The Gap, Matt is joined by Stoy Hall, CFP®, CEO, and Founder of Black Mammoth, as well as the Founder and Fund Manager at Kᾱlᾱ Capital. Together, they explore the challenge...
1 Marras 202334min
Thinking Beyond Wealth: Unleashing the Power of Generosity with Bob DePasquale
In this episode of Bridging The Gap, Matt Reiner sits down with Bob DePasquale, CFP® CAP®, Founder of Initiate Impact, Chief Generosity Guy and Keynote Speaker at Bob DePasquale Media, and Author. Lis...
25 Loka 202342min
