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
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
