About the Show
Bridging the gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
About the guest
Trailblazer, innovator, founder, visionary… these are some of the words that came to mind after talking with today’s guest, Jerry Michael. Back in 1999, Jerry saw a need within the financial services industry, it was operationally burdensome to manage customized, tax, risk, and expense sensitive personal portfolios. It is a burden that was even heavier given that technology solutions of today weren’t around to help financial advisors back in ’99. The burden that Jerry looked to solve in 1999 is one that advisors continue to be challenged with in 2019. Jerry and his team at Smartleaf have solved this problem, but more importantly, Jerry saw a need in the industry and was a visionary to bring technology, when it wasn’t hip to do so, into an industry that has tended to be shy to use new tech. And today we talk about how technology and financial advisors have evolved and what the next 20 years will look like for financial advisors.
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