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
Improving Your Impact During Client Interactions with Carl Richards
On today's episode, we brought in thought leader, Carl Richards. I've been following Carl for a long time. He is the creator of The Behavior Gap, a Certified Financial Planner™ and the creator of The ...
25 Jan 202351min
Increasing Your Productivity And Capacity As An Advisor with Libby Greiwe
Today on Bridging The Gap, I’m joined by Libby Greiwe, ChFC, RICP, FIC. Libby is a speaker, financial advisor coach, and host of The Efficient Advisor podcast. This episode kicks off with Libby sharin...
18 Jan 202347min
The Key To Getting Your Message Across with Evan Beach
In today's episode, I’m joined by Evan Beach, CFP® and Director of Wealth Advisory at Campbell Wealth Management, where he is responsible for new client financial planning and existing client educatio...
11 Jan 202335min
