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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.

The FutureProof Advisor Podcast with Matt Reiner 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

Like to be a guest on the FutureProof Advisor Podcast with Matt Reiner?

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

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Ep 212: Meetings Are Broken – Heres How to Fix Them

Disruption doesn’t always start with big ideas—it often starts by noticing what’s broken. In this episode of The FutureProof Advisor, I sit down with Aaron Klein,… Read More

Podcast

Ep 211: Discomfort Is Your Competitive Advantage

Comfort feels safe—but in a fast-changing world, it can quietly become your firm’s biggest threat. In this episode of The FutureProof Advisor, I explore why… Read More

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Episodes

134

Ep 134: Insights from the Next Generation: Exploring Finance and Culture with Hampton Dortch

In this week’s episode, Matt has a conversation with Hampton Dortch, who serves as an Account Executive at Wildsparq and is also the Founder of the... Read More

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

Tune in for the
FutureProof Advisor Podcast.

Subscribe and Follow

Feature
Episodes

Like to be a guest on the FutureProof Advisor Podcast with Matt Reiner?

Podcast

Ep 212: Meetings Are Broken – Heres How to Fix Them

Podcast

Ep 211: Discomfort Is Your Competitive Advantage

All
Episodes

Ep 134: Insights from the Next Generation: Exploring Finance and Culture with Hampton Dortch

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

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

Ep 131: Using Frameworks and Life Planning to Transform the Financial Advisory Experience with Mark Akeroyd

Ep 130: Navigating the Intersection of Finance and Therapy with Megan McCoy

Ep 129: Integrating Financial Psychology into Financial Planning with Meghaan Lurtz

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