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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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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 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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Episodes

127
Ep 127: The Keys To Building Long-Term Client Relationships with Dominique Henderson
On today’s episode of Bridging the Gap, Matt is joined by Dominique Henderson, CFP® , Founder of DJH Capital Management, and Founder of The Jumpstart Coaching... Read More
126
Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski
Shaun Kapusinski, Senior Director, Technology at Sequoia Financial Group, Founder of HIFON (hifon.org), and Co-Author of “The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources... Read More
125
Ep 125: Exploring the Boundaries of AI Technology with Angel Gonzalez
On this episode of Bridging The Gap, Matt is joined again by Angel Gonzalez, CMO and Co-Founder at Snappy Kraken, to dive deeper into the fascinating... Read More
124
Ep 124: How Financial Advisors Can Attract Clients Through Authenticity and Personal Connection with Maribeth Kuzmeski
On today’s episode of Bridging the Gap, Matt is joined by Maribeth Kuzmeski, PhD, President of Red Zone Marketing, Marketing Strategist, Author, and Keynote Speaker on... Read More
123
Ep 123: Streamlining Processes in Wealth Management: How Automation Can Save Time and Improve Client Experience
On this episode of Bridging the Gap, our host Matt Reiner dives into the challenges we face as wealth management firms to provide consistent client experiences... Read More
122
Ep 122: The Future of Fintech with Generative AI in Wealth Management with Rohit Agarwal
On this episode of Bridging The Gap, Matt is joined by Rohit Agarwal, innovative entrepreneur and Co-Founder and Co-CEO of Sora Finance.  Rohit begins by sharing... Read More
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