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)

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

Leading with Trust: Mary Schmid's Insights on Change and the Brain

Leading with Trust: Mary Schmid's Insights on Change and the Brain

In the latest episode of the 'Bridging the Gap' featuring Mary Schmid, trainer for financial services professionals to translate brain science to powerfully lead meaningful conversations that build tr...

27 Mar 202446min

Elle Petrillo's Strategies for Building a Powerful Personal Brand

Elle Petrillo's Strategies for Building a Powerful Personal Brand

In the latest episode of Bridging the Gap Matt Reiner and guest Elle Petrillo dive deep into the realm of personal branding within our industry. Elle emphasizes the significance of crafting a well-def...

20 Mar 202444min

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

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