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
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
