FutureProof Advisor Podcast

FutureProof Advisor Podcast

The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.

Episoder(200)

Effective Visioning and Goals with Kristen Burke

Effective Visioning and Goals with Kristen Burke

In this episode of *Bridging the Gap*, Matt Reiner sits down with Kristen Burke, a goal achievement coach who has dedicated over a decade to helping financial advisors excel through focused clarity an...

31 Okt 202447min

The Intersection of Money, Psychology, and Happiness with Shaun Maslyk

The Intersection of Money, Psychology, and Happiness with Shaun Maslyk

In this episode of *Bridging the Gap,* Matt talks with Shaun Maslyk about how our money behaviors are deeply connected to our psychology and overall well-being. They dive into the idea that financial ...

24 Okt 202449min

Effective Technology Integration in Wealth Management with Doug Fritz

Effective Technology Integration in Wealth Management with Doug Fritz

In this episode of *Bridging the Gap*, host Matt Reiner welcomes Doug Fritz to discuss the challenges and opportunities wealth management firms face when integrating technology. They explore the growi...

17 Okt 202445min

Building Mental Toughness and Purposeful Teams with Rod Ray

Building Mental Toughness and Purposeful Teams with Rod Ray

In this episode of Bridging the Gap, Matt is joined by Rod Ray, a developmental coach with over 25 years of experience in college athletics. Rod shares his philosophy on adapting to change and living ...

9 Okt 202439min

Embracing Core Values for Success with Tony J. Selimi

Embracing Core Values for Success with Tony J. Selimi

In this episode of Bridging the Gap, Matt Reiner welcomes Tony J. Selimi, an award-winning author and coach, to uncover the keys to personal and professional growth. Drawing from his vast knowledge, i...

2 Okt 202447min

Emotional Intelligence in Finance with Mitch Anthony

Emotional Intelligence in Finance with Mitch Anthony

In this episode of Bridging the Gap, Matt Reiner and guest Mitch Anthony, a pioneer in financial life planning, explore how adopting a client-centered approach can transform the financial advisory exp...

26 Sep 202435min

Derrick Kinney on Emotional Connections and Client-Centric Success

Derrick Kinney on Emotional Connections and Client-Centric Success

In this episode of Bridging the Gap, Matt and Derrick Kinney dive into the power of emotional connection in financial advising. Derrick, known as "America's Financial Educator" and author of the bests...

18 Sep 202454min

AI-Enhanced Financial Insights and the Future with Jason Early

AI-Enhanced Financial Insights and the Future with Jason Early

In this episode of Bridging the Gap, Matt Reiner is joined by Jason Early to explore how technology and data integration are reshaping the financial advisory landscape. Jason explains how AI-driven so...

11 Sep 202436min

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