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
Guru focused, growth minded and culturally driven. These are just some of the words that I took away from my conversation with Charlie Jordan. Charlie is a stalwart in our industry who has been helping families reach their financial goals for nearly 18 years. And for the past 11 years, Charlie has been with Brightworth, a multi-billion dollar RIA here in Atlanta. Charlie is now a partner with Brightworth, which is a firm that is consistently growing and innovating both on the technology front along with the internal, cultural, and process front. Brightworth is a firm I’ve known for years and I’ve always admired the way they do business and have been able to grow. And today we get to go under the hood with this successful firm to understand what drives the success they have and will continue to have going forward.
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