Using Frameworks and Life Planning to Transform the Financial Advisory Experience with Mark Akeroyd
Mark Akeroyd, Head of Product at Lumiant and Host of the Lumiant Live Podcast, joins Matt Reiner on this episode of Bridging the Gap to discuss the art of guiding clients and helping them define their...
6 Sep 202344min
Navigating the Intersection of Finance and Therapy with Megan McCoy
Renowned expert in the field of financial therapy Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, joins Matt on this episode of Bridging The Gap to share her unique insights on the importance of finding indiv...
30 Aug 202343min
Integrating Financial Psychology into Financial Planning with Meghaan Lurtz
Meghaan Lurtz, Ph.D., Senior Research Associate at Kitces.com, Lecturer for Columbia University, Professor of Practice at Kansas State University, Assistant Professor at the University of Maryland Uni...
23 Aug 202353min
Using Motivational Tactics to Drive Business and Personal Success with Lance Pendleton
On this episode of Bridging the Gap, Lance Pendleton, Real Estate Coach and TEDx Motivational Speaker, joins Matt to talk through everything from collecting quotes on his iPhone to the need for change...
16 Aug 202341min
The Keys To Building Long-Term Client Relationships with Dominique Henderson
On today’s episode of Bridging the Gap, Matt is joined by Dominique Henderson, CFP®, Founder of DJH Capital Management, and Founder of The Jumpstart Coaching Lab. Dominique shares his inspiring journe...
9 Aug 202339min
Leveraging Technology for Navigating the Custodial Landscape with Shaun Kapusinski
Shaun Kapusinski, Senior Director, Technology at Sequoia Financial Group, Founder of HIFON (hifon.org), and Co-Author of "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for ...
2 Aug 202349min
Exploring the Boundaries of AI Technology with Angel Gonzalez
On this episode of Bridging The Gap, Matt is joined again by Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, to dive deeper into the fascinating world of AI and the capabilities of ChatGPT.Angel ...
26 Jul 202350min
How Financial Advisors Can Attract Clients Through Authenticity and Personal Connection with Maribeth Kuzmeski
On today’s episode of Bridging the Gap, Matt is joined by Maribeth Kuzmeski, PhD, President of Red Zone Marketing, Marketing Strategist, Author, and Keynote Speaker on Marketing, Branding, and Persuas...
19 Jul 202340min
