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
Exploring Unconventional Strategies To Grow Your Financial Services Firm with Angel Gonzalez
On today’s episode of Bridging the Gap, Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, joins Matt to discuss the nature of fear, the appropriateness and desire for creativity, and boldness. Ange...
28 Kesä 202344min
The Power of Time Blocking and Motivational Interviewing for Effective Growth with Jeremy Keil
On this episode of Bridging the Gap, Matt is joined by Jeremy Keil, an entrepreneur, financial advisor at Keil Financial Partners, and the podcast host of Retirement Revealed. Jeremy shares how he use...
21 Kesä 202341min
Demonstrating Authenticity Within Your Niche on Social Media with Thomas Kopelman
Thomas Kopelman, Co-Founder of AllStreet Wealth, blogger, podcast host, and entrepreneur, joins Matt on today’s episode of Bridging the Gap. Thomas was recently named one of the Top 100 Advisors by In...
14 Kesä 202348min
Empowering Clients Through Integrated Tax Planning Strategies with Steven Jarvis
Steven Jarvis, CEO and Head CPA at Retirement Tax Services, author, and podcast host, joins Matt on today’s episode of Bridging The Gap. Steven’s firm is helping financial advisors transform the way t...
7 Kesä 202336min
Why Financial Advisors Should Use The Approach Coaching Method for Professional Success with Kim Skermer
“Everybody deserves their own individual approach to success, and that’s where the elite and the successful live.” The one and only Kim Skermer, Founder of The Approach Coaching Method, joins Matt on ...
31 Touko 202350min
Taking Your Online Brand as A Financial Advisor from Good to Great with Phil Pallen
Do you spend time creating content on social media networks that you actually enjoy, or are you simply checking a box? Creating content for your firm should bring you value and joy and allow you to pu...
24 Touko 202351min
