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
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 Juli 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 Juli 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 Juli 202238min
Raising The Next Generation of Financial Advisors with Nathan Harness
Dr. Nathan Harness, CFP® and Director of Financial Planning at Financial Planning Program Texas A&M University, joins Matt Reiner on this episode of Bridging the Gap to discuss the "new breed" of advi...
29 Juni 202241min
Embracing the FIRE Movement with Chris Mamula
Our episode of Bridging The Gap this week is F.I.R.E.! Chris Mamula is a 41-year-old retiree who joins me to share his story of saving early in order to retire early so that he could enjoy doing more ...
15 Juni 202231min
