Lights, Camera, Connection: How Video is Transforming the Wealth Management Industry with Matt Reiner
On today’s episode of Bridging The Gap, our host Matt Reiner dives into the world of video and its significance in our industry. Matt explores the benefits of becoming a “movie star” in the financial ...
20 Syys 202316min
Balancing Mind, Body, and Spirit: An Approach To Guiding Clients Toward Authentic Living with Justin Castelli
In this episode, Matt is joined by Justin Castelli, CFP® - the Founder and Financial Advisor at RLS Wealth, Co-Founder of The AGC™, Founder of PRST, Host of the All About Your Benjamins podcast, and a...
13 Syys 202352min
Using Frameworks and Life Planning to Transform the Financial Advisory Experience with Mark Akeroyd
Mark Akeroyd, Head of Product at Lumiant and Host of the Lumiant Live Podcast, joins Matt Reiner on this episode of Bridging the Gap to discuss the art of guiding clients and helping them define their...
6 Syys 202344min
Navigating the Intersection of Finance and Therapy with Megan McCoy
Renowned expert in the field of financial therapy Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, joins Matt on this episode of Bridging The Gap to share her unique insights on the importance of finding indiv...
30 Elo 202343min
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
