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
An amazing mind in our industry, Jonathan DeYoe, CPWA, AIF, Founder and CEO of Mindful Money, shares how we can flip the script on the delivery of financial advice to our clients. He shares lessons from meditation and how those can be translated to building a financial advisory firm that shifts the conversation and the focus from performance relative to a benchmark to performance relative to your goals and objectives. We have an intriguing conversation about how these lessons from meditation and Buddhism can apply to the financial advisory industry.