Elevating Client Experience: The Power of Tech-Driven Solutions with Corey Westphal
In this episode of Bridging the Gap, Matt sits down with guest Corey Westphal, Founder and CEO of Mobile Assistant, an easy, secure and accurate way to document meeting notes and information. Join the...
18 Okt 202340min
Cultivating Authenticity and Bridging Generational Gaps in Financial Services with Jackie Wilke
Tune in to this week's episode as Matt connects with Jackie Wilke, Vice President and Advisor Consultant at First Trust, and Author of "Insights & Innovations," a blog focused on business development ...
11 Okt 202345min
From Net Worth to Self Worth: Unpacking the Relationship Between Money and Happiness with Reese Harper
In this episode of Bridging the Gap, Matt Reiner sits down with Reese Harper, CFP®, CLU®, ChFC®, Founder and CEO at Elements®, creator of the Elements Financial Monitoring System™, Host of the Element...
4 Okt 202348min
Insights from the Next Generation: Exploring Finance and Culture with Hampton Dortch
In this week's episode, Matt has a conversation with Hampton Dortch, who serves as an Account Executive at Wildsparq and is also the Founder of the "Wake Up & Lead" podcast.Listen as Hampton discusses...
27 Sep 202343min
Lights, Camera, Connection: How Video is Transforming the Wealth Management Industry with Matt Reiner
On today’s episode of Bridging The Gap, our host Matt Reiner dives into the world of video and its significance in our industry. Matt explores the benefits of becoming a “movie star” in the financial ...
20 Sep 202316min
Balancing Mind, Body, and Spirit: An Approach To Guiding Clients Toward Authentic Living with Justin Castelli
In this episode, Matt is joined by Justin Castelli, CFP® - the Founder and Financial Advisor at RLS Wealth, Co-Founder of The AGC™, Founder of PRST, Host of the All About Your Benjamins podcast, and a...
13 Sep 202352min
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
