Navigating Your Financial Journey to Bliss with Kelley Long
Kelly Long, Financial Coach, Financial Wellness Expert, Consultant, Freelance Content Creator, and Founder of Financial Bliss, joins me on this episode of Bridging The Gap. We discuss the energy of mo...
24 Aug 202247min
Helping Women Understand Their Wealth with Amanda Campbell
Joining me today on Bridging The Gap is Amanda Campbell, Certified Financial Planner™, Certified Divorce Financial Analyst®, Senior Vice President at Wealthspire Advisors, and a member of 2021 Investm...
17 Aug 202239min
Guiding Your Client's Financial Journey with Dave Connolly and Moira Summers
We’re joined by two guests on today’s episode of Bridging The Gap. Dave Connolly, CEO and Co-Founder of Knudge, and Dr. Moira Summers, Financial Psychologist and Executive Coach, share how they help b...
10 Aug 202243min
Legal Representation & Future Regulations for RIAs with Max Schatzow
Max Schatzow, Founder at RIA Lawyers LLC, joins Matt from Princeton, New Jersey, on today's episode. A former bat boy and clubhouse attendant for the Baltimore Orioles, we could talk sports all day lo...
3 Aug 202234min
The Importance of Creating Quality Content with Zoë Meggert
This was such a fun and interesting conversation with Zoë Meggert, CEO of Perfectly Planned Content, LLC. We discuss the importance of your content calendar and marketing funnel, challenges for adviso...
27 Jul 202238min
Innovation and Entrepreneurship in the Financial Industry with Sabine VanderLinden
Sabine VanderLinden, ‘The InsurTech Queen’ herself, joins me all the way from London on this episode of Bridging The Gap. Sabine is a pioneer in building digital business ecosystems, an author, entrep...
20 Jul 202238min
The Psychology of Financial Planning with Dr. Brad Klontz
An expert in financial psychology, financial planning, and applied behavioral finance, Dr. Brad Klontz dives into risk tolerance, financial literacy, and the importance of having knowledge in the psyc...
13 Jul 202249min
Innovation & Process Alignment in the Wealth Management Industry with Craig Iskowitz
On today's podcast, we are joined by Craig Iskowitz, an innovative CEO & Founder, podcast host, blogger and leader in wealth technology.Craig discusses changes and innovations in technology, how it ha...
6 Jul 202238min
