Using Content to Attract the Right Clients with Olivia Luper
Joining me from South Florida today on Bridging the Gap is Olivia Luper. Olivia is a writer and content marketer for financial advisor, and she’s also the host of Get AdvisorFIT Podcast. We discuss th...
14 Sep 202242min
How to Engage Your Audience Through Content with Derek Pollard
Derek Pollard, Founder at Constellar Creative, Content Specialist, Author, Editor, and Educator to the younger generation joins Matt to discuss audience engagement with your content.Derek shares how y...
7 Sep 202249min
Avoiding Common Marketing Mistakes with Alex Cavalieri
Alex Cavalieri, Co-Founder and CEO of Advisor I/O (formerly Seven Group), Managing Director and Head of Marketing and Strategy at CION Investments, and host of "The Advisor Lab" podcast, joins me toda...
31 Aug 202240min
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 Juli 202238min
