Guiding Clients Beyond Money with Paul Armson
In this episode of Bridging the Gap, Matt Reiner sits down with Paul Armson, a financial advisor who has transitioned his approach to focus on lifestyle financial planning. Initially drawn to the indu...
20 Jun 202445min
Bridging Psychological Safety and Innovation with Michael Bungay Stanier
In this episode of Bridging the Gap, Matt Reiner and leadership coach Michael Bungay Stanier dive into the importance of curiosity and psychological safety within financial advising. Michael emphasize...
12 Jun 202449min
Overcoming Imposter Syndrome and Finding Clarity in Authorship with Paul McManus
In this episode of Bridging the Gap, Matt Reiner welcomes Paul McManus to explore the challenges and opportunities for aspiring authors in the financial advising industry. Paul emphasizes the importan...
7 Jun 202448min
The Shift to Personalized Marketing in the Financial Industry with Robert Sofia
In this episode of Bridging the Gap, Matt Reiner and Robert Sofia cover an interesting side of our industry of innovative marketing strategies and technological advancements. They emphasize the import...
30 Mai 202448min
Trust, Vulnerability, and Connection with Charles Green
In this episode of Bridging the Gap, Matt Reiner and Charles Green dive into the balance between human connection and metric-based management in professional service industries. Charles Green emphasiz...
23 Mai 202447min
Transforming Workplaces Through Trust and Safe Failures with Steven Van Cohen
In this episode of Bridging the Gap, Matt Reiner and Steven Van Cohen delve into the importance of creating a psychologically safe and inclusive workplace. They explore the many elements that are cruc...
16 Mai 202441min
Mastering CRM Implementation in the Financial Industry with Kate Guillen
In this captivating episode of Bridging the Gap, Matt Reiner delves into the conversation of CRM (Customer Relationship Management) tools with Kate Guillen, an operations and technology expert in the ...
9 Mai 202438min
How Financial Firms Can Optimize through Technology with Jeff Schwantz
In this episode of Bridging the Gap, Jeff Schwantz and Matt Reiner dive into the pressing issue of the costs associated with inaction in technology investment within firms. They explore the significan...
1 Mai 202436min
