Bridging The Gap Episode 38 with Nelson Greene

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 Topic

Nelson Greene, VP of Business Development at Benjamin, shares his knowledge and experience of working in banking, wealth management, and custodial businesses, and how these apply to financial advisors.

On this episode, we discuss the importance of financial advisors, the three verticals of why adoption of innovation is so difficult in our industry, and building client experiences around thoughtfulness.