Adding Automation to Your Wealth Management Firm with Tim Welsh
Tim Welsh, CFP®, President, CEO and founder of Nexus Strategy, LLC, a leading wealth management consulting firm, joins me on today’s episode of Bridging The Gap. One of the most insightful, knowledge...
30 Marras 202240min
Taking Your Financial Services Firm To The Next Level with Sten Morgan
In this episode of Bridging the Gap, we sit down with Sten Morgan, a leading voice in financial services, president at Legacy Investment Planning and a coach to other financial advisors. Sten gives in...
21 Marras 202235min
How to “Make Time” with Travis Parry
Travis Parry, keynote speaker, financial coach, author, and podcast host, joins me from Cache Valley, Utah, on today’s episode of Bridging The Gap. Most financial advisors desire to scale their busine...
16 Marras 202243min
The Power of Listening with Brendan Frazier
Brendan Frazier, Founder of Wired Planning, speaker, host of The Human Side of Money podcast, and former baseball player, joins me from Nashville, Tennessee, on today’s episode of Bridging The Gap.Bre...
9 Marras 202252min
How To Overcome Seemingly Insurmountable Obstacles with Katie McKenna
In this episode, Matt interviews captivating speaker and author, Katie McKenna. Katie shares her story of how a life-altering accident shifted her thought process and led her down a path of writing an...
2 Marras 202240min
The Importance of Letting Go with Dave LaGue
Joining us from Topeka, Kansas, we’re excited to welcome Dave LaGue, Director of Sales and Marketing at Advisors Excel, on Bridging The Gap. We open the conversation by discussing the importance of le...
26 Loka 202237min
Defining The 4 Primary Money Scripts with Lindsey Larrabee
Today on Bridging The Gap, Lindsey Larrabee, Consultant at Templar Advisors, a financial psychology and behavioral sciences lead, and a Certified Financial Behavior Specialist®, joins us to discuss be...
19 Loka 202241min
Utilizing Technology to Grow Your Firm with Jared Tanimoto
Jared Tanimoto, President at Ascent Wealth Advisors, fellow class member of InvestmentNews’ 40 under 40, and a fellow father, joins me on this week’s episode of Bridging The Gap. We jump into his jour...
12 Loka 202230min
