Getting the Most Out of Your CRM with Jennifer Thomas
Jennifer Thomas, Director of Business Development for XLR8, joins us on this edition of Bridging the Gap, and she shares how we can get the most out of our technology rolodex otherwise known as our CR...
20 Huhti 202221min
Understanding Your Firm's Business Valuation with Bharat Kanodia
Bharat Kanodia, Founder and Chief Appraiser at Veristrat LLC, is a valuation expert. He’s offered valuations for founders and venture capital investors alike, and has appraised startups like Uber, Air...
7 Huhti 202223min
Discovering What Lies Ahead For Financial Services Tech with Noah Healy
Noah Healy, Data Scientist at Castle Hill Gaming, joins Matt Reiner on this episode of Bridging The Gap to discuss quantum computing, computational mathematics, and the future of markets. Noah shares ...
23 Maalis 202213min
Bridging Social Justice Movements and Financial Investing Strategies with Maya Philipson
InvestmentNews’s 40 Under 40 Recipient Maya Philipson joins Matt on this episode of Bridging the Gap. Adasina Capital, the firm Maya runs, is focused on bridging social justice movements and financial...
9 Maalis 202238min
Fintech's Significant Impact in the Wealth Management Industry with Paolo Sironi
Joining today's podcast from Italy, Paolo Sironi is the Global Research Leader in Banking and Financial Markets at IBM. His knowledge in fintech and technology within financial services and wealth man...
23 Helmi 202243min
Fintech Innovation in Wealth Management with Bradley Leimer
On this episode of Bridging The Gap, Bradley Leimer, Co-Founder of Unconventional Ventures discusses the future of fintech. He’s worked behind the scenes at a variety of banks and shares the impact th...
9 Helmi 202238min
Overcoming Challenges in the Wealth Management Industry with Paul Fenner
Paul Fenner, CFP®, ChFC®, CRPS®, Tamma Capital, joins Matt on this episode of Bridging The Gap, and discusses everything from family to business, the sacrifices it took to build his firm, the psycholo...
26 Tammi 202242min
Navigating Your Firm Through Change with Dany Martin
Dany Martin, Partner and Wealth Advisor at Williams Financial Advisors, LLC and a recent recipient of Investment News’ 40 Under 40, joins Matt on this episode of Bridging the Gap. Dany shares his stor...
8 Joulu 202137min
