Fintech Innovation in Wealth Management with Bradley Leimer
On this episode of Bridging The Gap, Bradley Leimer, Co-Founder of Unconventional Ventures discusses the future of fintech. He’s worked behind the scenes at a variety of banks and shares the impact th...
9 Feb 202238min
Overcoming Challenges in the Wealth Management Industry with Paul Fenner
Paul Fenner, CFP®, ChFC®, CRPS®, Tamma Capital, joins Matt on this episode of Bridging The Gap, and discusses everything from family to business, the sacrifices it took to build his firm, the psycholo...
26 Jan 202242min
Navigating Your Firm Through Change with Dany Martin
Dany Martin, Partner and Wealth Advisor at Williams Financial Advisors, LLC and a recent recipient of Investment News’ 40 Under 40, joins Matt on this episode of Bridging the Gap. Dany shares his stor...
8 Dec 202137min
Finding Inspiration in the Financial Planning Industry with Matthew Ricks
Matthew Ricks, Founder of Haystack Financial Planning, joins Matt to share how he serves a segment of the economy that needs financial planning services more than anyone else out there. An inspiration...
27 Okt 202136min
From the Equity Desk to the Wealth Management Space
A recent recipient of Investment News’ 40 Under 40, Brett Orvieto joins Matt on this episode of Bridging the Gap. Brett is a Managing Director at Dakota Wealth Management. He shares his journey into t...
13 Okt 202130min
Entrepreneurship and Thought Leadership in the Wealth Management Industry
One of the best thought-leaders in our industry, Alan Moore, CEO and Co-Founder of XY Planning Network and CEO of AdvicePay, joins me on this episode of Bridging The Gap. We discuss entrepreneurship, ...
28 Sep 202141min
Going the Distance in the Financial Industry
Zachary Bouck, CIMA®,Co-Founder of Denver Wealth Management, and a recent honoree of Investment News’s 40 Under 40, joins Matt on this episode of Bridging The Gap. They discuss long-distance running, ...
14 Sep 202141min
Identifying Needs in the Wealth Management Industry
Kevin Mahoney, recipient of Investment News’s 40 Under 40, shares his unique journey from a salary cap professional in the NFL into the wealth management industry. After moving to Atlanta and diving i...
31 Aug 202136min
