The Power of Podcasts To Amplify and Expand Your Influence with Matt Halloran
On this episode of Bridging The Gap, we're joined by Matt Halloran, CRO and Co-Founder of Proudmouth and Co-Founder and podcast host of his podcast, “Top Advisor Marketing” with advisorconnectX. Matt ...
22 Mar 202338min
Building a Strong Foundation for Your Wealth Management Firm
Joining me today is Chip Munn, the Managing Partner at Signature Wealth Group. Chip opens up the conversation about his career beginnings as a sixth grade English teacher, and his journey to becoming ...
15 Mar 202337min
The Evolution of Social Media for Financial Advisory Firms with Mike Langford
Today's special guest on this episode of Bridging the Gap is the Founder and CEO of finServMarketing and podcast host of SoFin Podcast, Mike Langford. In this episode, we discuss the social changes an...
8 Mar 202355min
Understanding the Emotional Side of Money Management with Robin Hanover
Today on Bridging the Gap, Matt is joined by Robin Hanover, RICP, the Founder and Thought Leader at Robin Hanover Financial Consulting and Coaching. In Robin's words, every advisor should be asking th...
1 Mar 202339min
Using Financial Psychology to Guide Our Clients with Alex Melkumian
Today's episode of Bridging the Gap features Alex Melkumian, PsyD, LMFT, a financial psychologist, author, financial stress expert, and Founder of The Financial Psychology Center in California. Alex o...
22 Feb 202339min
How to Create Work/Life Balance by Saying “No” with Brandon Smith
On this episode of Bridging the Gap, I’m honored to talk with the workplace therapist himself: Brandon Smith. Brandon is an author, speaker, podcast host, and therapist who has committed himself to im...
15 Feb 202344min
Utilizing CPAs as COIs to Increase Productivity with Anton Anderson
Joining me from sunny California on today’s episode is Anton Anderson. Anton is the CEO at Elite Resource Team where they teach financial advisors how to differentiate themselves by working with CPAs ...
8 Feb 202342min
Balancing Psychology, Money, and Client Expectations with Daniel Crosby
On our 100th episode of Bridging The Gap, I have the honor of being joined by my good friend and a fellow ATL-ien, Daniel Crosby. Daniel is the Chief Behavioral Officer at Orion Advisor Solutions, a p...
1 Feb 202340min
