Demystifying AI in Wealth Tech for Financial Advisors with Susanne Chishti
Today on Bridging the Gap Susanne Chishti joins us from London. Susanne is the CEO of The Fintech Circle, author and co-author of 8 books, a keynote speaker, a former Morgan Stanley Asset Management e...
3 Touko 202345min
Breaking Barriers: Building a Financial Services Firm That Embraces Diversity & Inclusion with Ka'Neda Bullock
In this episode, we sit down with Ka’Neda Bullock, President of Master Plan Investment Group, Retirement Plan Advisor, and a former Investment News 40 Under 40 Honoree. Ka’Neda shares some of the less...
26 Huhti 202335min
Creating Deeper and More Fulfilling Experiences for Clients with Brittany Anderson
Today's episode features President and Partner at Sweet Financial Partners and podcast host Brittany Anderson. Brittany shares that the 13-year old version of herself wanted to be an actress, famous d...
19 Huhti 202331min
Unleashing Your Financial Firm's Growth Through Effective Leadership with Matt Cosgriff
This episode of Bridging the Gap features Matt Cosgriff, CFP®, CPFA, a prominent figure in the financial industry and fellow alum of the Schwab Executive Leadership Program.As the Director of Wealth M...
12 Huhti 202338min
Expert Tips For Transformational Growth In Your Financial Services Firm with Brian Carney
In today's episode, we hear from Brian Carney, a well-known advisor who shares his non-traditional journey into the wealth management industry and his proactive steps to grow his financial firm.Brian ...
5 Huhti 202339min
The Impact and Relevance of Financial Advisors with Charles Chaffin
As financial advisors we can play a major in impacting some of the financial behaviors of our clients. In this episode of Bridging The Gap, I sit down with author, consultant, and educator, Charles Ch...
29 Maalis 202351min
The Power of Podcasts To Amplify and Expand Your Influence with Matt Halloran
On this episode of Bridging The Gap, we're joined by Matt Halloran, CRO and Co-Founder of Proudmouth and Co-Founder and podcast host of his podcast, “Top Advisor Marketing” with advisorconnectX. Matt ...
22 Maalis 202338min
Building a Strong Foundation for Your Wealth Management Firm
Joining me today is Chip Munn, the Managing Partner at Signature Wealth Group. Chip opens up the conversation about his career beginnings as a sixth grade English teacher, and his journey to becoming ...
15 Maalis 202337min
