FutureProof Advisor Podcast

FutureProof Advisor Podcast

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

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Episoder(200)

Trust, Vulnerability, and Connection with Charles Green

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

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

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

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

Understanding and Overcoming Loneliness in Modern Society with Ryan Jenkins

Understanding and Overcoming Loneliness in Modern Society with Ryan Jenkins

In this enlightening episode of Bridging the Gap, Matt Reiner hosts Ryan Jenkins where they delve into the intricate interplay between technology and generational dynamics, shedding light on how advan...

25 Apr 202446min

Building Trust in Your Brand with Roger Martin

Building Trust in Your Brand with Roger Martin

In this episode of Bridging the Gap with your host, Matt Reiner invites you to explore the transformative power of strategic branding alongside our guest, Roger Martin. Together, they embark on a jour...

17 Apr 202453min

Breaking Barriers with Lindsey Lewis on Revolutionizing the Financial Industry

Breaking Barriers with Lindsey Lewis on Revolutionizing the Financial Industry

In this episode of 'Bridging the Gap,' Lindsey Lewis and Matt Reiner delve into the intricacies of the financial advising landscape, shedding light on the challenges and prospects that define the indu...

10 Apr 202446min

Sarah Woodward's Strategic Approach to AI and Automation

Sarah Woodward's Strategic Approach to AI and Automation

In this episode of Bridging the Gap with Matt Reiner and Sarah Woodward, an expert in workflow automation and AI, provides valuable insights into the incremental approach to automation and its transfo...

3 Apr 202444min

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