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Bridging the Gap.

Subscribe to Bridging the Gap to gain knowledge on how advisors and professionals in our industry bridge the gap at the intersection of where the industry and our business are today versus where our industry will be in the future.

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We want to ensure we, as an industry, stay up with the trends, stay up with the innovation and ultimately evolve our businesses to ensure the best experience for our clients in the years to come.

Bridging the Gap brings in people from within the industry and outside the industry to share experiences, thoughts, and information that can help us take action. Whether the action is tactical or a different perspective to take to your leadership teams, each podcast episode should help you grow your mind and your business in some way.

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Podcast
Ep 133: Lights, Camera, Connection: How Video is Transforming the Wealth Management Industry with Matt Reiner

On today’s episode of Bridging The Gap, our host Matt Reiner dives into the world of video and its significance in our industry. Matt explores the… Read More

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Podcast
Ep 132: Balancing Mind, Body, and Spirit: An Approach To Guiding Clients Toward Authentic Living with Justin Castelli

In this episode, Matt is joined by Justin Castelli, CFP® – the Founder and Financial Advisor at RLS Wealth, Co-Founder of The AGC™ , Founder of… Read More

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All
Episodes

133
Ep 133: Lights, Camera, Connection: How Video is Transforming the Wealth Management Industry with Matt Reiner
On today’s episode of Bridging The Gap, our host Matt Reiner dives into the world of video and its significance in our industry. Matt explores the... Read More
132
Ep 132: Balancing Mind, Body, and Spirit: An Approach To Guiding Clients Toward Authentic Living with Justin Castelli
In this episode, Matt is joined by Justin Castelli, CFP® – the Founder and Financial Advisor at RLS Wealth, Co-Founder of The AGC™ , Founder of... Read More
131
Ep 131: Using Frameworks and Life Planning to Transform the Financial Advisory Experience with Mark Akeroyd
Mark Akeroyd, Head of Product at Lumiant and Host of the Lumiant Live Podcast, joins Matt Reiner on this episode of Bridging the Gap to discuss... Read More
130
Ep 130: Navigating the Intersection of Finance and Therapy with Megan McCoy
Renowned expert in the field of financial therapy Megan McCoy, Ph.D., LMFT, AFC® , CFT-I™ , joins Matt on this episode of Bridging The Gap to... Read More
129
Ep 129: Integrating Financial Psychology into Financial Planning with Meghaan Lurtz
Meghaan Lurtz, Ph.D., Senior Research Associate at Kitces.com, Lecturer for Columbia University, Professor of Practice at Kansas State University, Assistant Professor at the University of Maryland... Read More
128
Ep 128: Using Motivational Tactics to Drive Business and Personal Success with Lance Pendleton
On this episode of Bridging the Gap, Lance Pendleton, Real Estate Coach and TEDx Motivational Speaker, joins Matt to talk through everything from collecting quotes on... Read More
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