The Impact of Philanthropy and Its $300B Industry with Viren Tellis
Today's episode features, Viren Tellis, Co-Founder and CEO of Hedado, a firm that focuses on modernizing corporate giving by providing employees, followers, and customers a donation experience. Viren ...
17 Mai 202333min
The Importance of Infrastructure in Creating Efficient Firms with Frank LaRosa
On this episode of Bridging The Gap, we are joined by Frank LaRosa, CEO of Elite Consulting Partners and Host of The Advisor Talk Podcast. Frank starts by sharing his journey from architecture into th...
10 Mai 202336min
Demystifying AI in Wealth Tech for Financial Advisors with Susanne Chishti
Today on Bridging the Gap Susanne Chishti joins us from London. Susanne is the CEO of The Fintech Circle, author and co-author of 8 books, a keynote speaker, a former Morgan Stanley Asset Management e...
3 Mai 202345min
Breaking Barriers: Building a Financial Services Firm That Embraces Diversity & Inclusion with Ka'Neda Bullock
In this episode, we sit down with Ka’Neda Bullock, President of Master Plan Investment Group, Retirement Plan Advisor, and a former Investment News 40 Under 40 Honoree. Ka’Neda shares some of the less...
26 Apr 202335min
Creating Deeper and More Fulfilling Experiences for Clients with Brittany Anderson
Today's episode features President and Partner at Sweet Financial Partners and podcast host Brittany Anderson. Brittany shares that the 13-year old version of herself wanted to be an actress, famous d...
19 Apr 202331min
Unleashing Your Financial Firm's Growth Through Effective Leadership with Matt Cosgriff
This episode of Bridging the Gap features Matt Cosgriff, CFP®, CPFA, a prominent figure in the financial industry and fellow alum of the Schwab Executive Leadership Program.As the Director of Wealth M...
12 Apr 202338min
Expert Tips For Transformational Growth In Your Financial Services Firm with Brian Carney
In today's episode, we hear from Brian Carney, a well-known advisor who shares his non-traditional journey into the wealth management industry and his proactive steps to grow his financial firm.Brian ...
5 Apr 202339min
The Impact and Relevance of Financial Advisors with Charles Chaffin
As financial advisors we can play a major in impacting some of the financial behaviors of our clients. In this episode of Bridging The Gap, I sit down with author, consultant, and educator, Charles Ch...
29 Mar 202351min
