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.

Episoder(200)

Embracing Change in Transcription Technology with Corey Westphal

Embracing Change in Transcription Technology with Corey Westphal

In the latest episode of Bridging the Gap, Corey Westphal founder and CEO of Mobile Assistant joins Matt Reiner to delve into the transformative impact of technology innovations in the fintech space. ...

13 Mar 202445min

Johnny Sandquist Talks AI and Influencer Impact

Johnny Sandquist Talks AI and Influencer Impact

In the latest episode of 'Bridging the Gap,' host Matt Reiner talks with Johnny Sandquist to explore cutting-edge marketing strategies within the wealth management industry. Throughout the episode, th...

6 Mar 202445min

Innovating Financial Education with Brent Neiser

Innovating Financial Education with Brent Neiser

In the latest episode of Bridging the Gap, your host, Matt Reiner, engages in a thought-provoking conversation with Brent Neiser, the CEO of 'What's Next with Money.' Beyond the confines of traditiona...

28 Feb 202438min

Insights on AI and Authenticity with John Prendergast

Insights on AI and Authenticity with John Prendergast

In the latest episode of Bridging the Gap, Matt Reiner welcomes guest John Prendergast, CEO of Blueleaf, podcast host, and CEO of talking about media & tech in wealth management. Jump into a compellin...

21 Feb 202450min

Innovating Marketing and Building a Sustainable Brand with Stephen Oliver

Innovating Marketing and Building a Sustainable Brand with Stephen Oliver

In this episode of Bridging the Gap, Matt is joined by Stephen Oliver to delve into his wealth of experience in the world of marketing within the financial industry. Stephen emphasizes the importance ...

15 Feb 202442min

Strategic AI Integration with Kirk Drake's Vision for Financial Institutions' Future

Strategic AI Integration with Kirk Drake's Vision for Financial Institutions' Future

In the latest episode of Bridging the Gap, Matt Reiner is joined by guest Kirk Drake, an entrepreneur with significant experience in the banking sector, particularly with credit unions. Matt and Kirk ...

8 Feb 202448min

Aligning Financial Advice to Client Expectations with Tom Rieman

Aligning Financial Advice to Client Expectations with Tom Rieman

In this episode of Bridging the Gap - Matt welcomes Tom Rieman, the CEO and founding partner of Practice Intel. Tom underlines the importance of competence in the financial industry, highlighting that...

31 Jan 202449min

The Future of Investment with AI with Chris Shuba

The Future of Investment with AI with Chris Shuba

In this week's episode of Bridging the Gap, Matt is joined by Chris Shuba to delve into the evolving landscape of investment management. Chris Shuba is the CEO and co-founder of Helios. They explore t...

24 Jan 202437min

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