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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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Episodes

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Be sure to contact the Bridging the Gap team today to work on coordinating a time to be on the podcast.

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Podcast
Ep 75: Guiding Your Client’s Financial Journey with Dave Connolly and Moira Summers

About the Topic 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,… Read More

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Podcast
Ep 74: Legal Representation & Future Regulations for RIAs with Max Schatzow

About the Topic Max Schatzow, Founder at RIA Lawyers LLC, joins Matt from Princeton, New Jersey, on today’s episode. A former bat boy and clubhouse attendant… Read More

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Episodes

75
Ep 75: Guiding Your Client’s Financial Journey with Dave Connolly and Moira Summers
About the Topic 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,... Read More
74
Ep 74: Legal Representation & Future Regulations for RIAs with Max Schatzow
About the Topic Max Schatzow, Founder at RIA Lawyers LLC, joins Matt from Princeton, New Jersey, on today’s episode. A former bat boy and clubhouse attendant... Read More
73
Ep 73: The Importance of Creating Quality Content with Zoë Meggert
About the Topic This was such a fun and interesting conversation with Zoë Meggert, CEO of Perfectly Planned Content, LLC. We discuss the importance of your... Read More
72
Ep 72: Innovation and Entrepreneurship in the Financial Industry with Sabine VanderLinden
About the Topic Sabine VanderLinden, ‘The InsurTech Queen’ herself, joins me all the way from London on this episode of Bridging The Gap.  Sabine is a... Read More
71
Ep 71: The Psychology of Financial Planning with Dr. Brad Klontz
About the Topic An expert in financial psychology, financial planning, and applied behavioral finance, Dr. Brad Klontz dives into risk tolerance, financial literacy, and the importance... Read More
70
Ep 70: Innovation & Process Alignment in the Wealth Management Industry with Craig Iskowitz
About the Topic On today’s podcast, we are joined by Craig Iskowitz, an innovative CEO & Founder, podcast host, blogger and leader in wealth technology. Craig... Read More
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