Integrating Financial Psychology into Financial Planning with Meghaan Lurtz
Meghaan Lurtz, Ph.D., Senior Research Associate at Kitces.com, Lecturer for Columbia University, Professor of Practice at Kansas State University, Assistant Professor at the University of Maryland Uni...
23 Elo 202353min
Using Motivational Tactics to Drive Business and Personal Success with Lance Pendleton
On this episode of Bridging the Gap, Lance Pendleton, Real Estate Coach and TEDx Motivational Speaker, joins Matt to talk through everything from collecting quotes on his iPhone to the need for change...
16 Elo 202341min
The Keys To Building Long-Term Client Relationships with Dominique Henderson
On today’s episode of Bridging the Gap, Matt is joined by Dominique Henderson, CFP®, Founder of DJH Capital Management, and Founder of The Jumpstart Coaching Lab. Dominique shares his inspiring journe...
9 Elo 202339min
Leveraging Technology for Navigating the Custodial Landscape with Shaun Kapusinski
Shaun Kapusinski, Senior Director, Technology at Sequoia Financial Group, Founder of HIFON (hifon.org), and Co-Author of "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for ...
2 Elo 202349min
Exploring the Boundaries of AI Technology with Angel Gonzalez
On this episode of Bridging The Gap, Matt is joined again by Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, to dive deeper into the fascinating world of AI and the capabilities of ChatGPT.Angel ...
26 Heinä 202350min
How Financial Advisors Can Attract Clients Through Authenticity and Personal Connection with Maribeth Kuzmeski
On today’s episode of Bridging the Gap, Matt is joined by Maribeth Kuzmeski, PhD, President of Red Zone Marketing, Marketing Strategist, Author, and Keynote Speaker on Marketing, Branding, and Persuas...
19 Heinä 202340min
Streamlining Processes in Wealth Management: How Automation Can Save Time and Improve Client Experience
On this episode of Bridging the Gap, our host Matt Reiner dives into the challenges we face as wealth management firms to provide consistent client experiences while constrained by the limitations of ...
12 Heinä 202311min
The Future of Fintech with Generative AI in Wealth Management with Rohit Agarwal
On this episode of Bridging The Gap, Matt is joined by Rohit Agarwal, innovative entrepreneur and Co-Founder and Co-CEO of Sora Finance. Rohit begins by sharing his journey, his fascination with life ...
5 Heinä 202330min
