In the latest episode of Bridging the Gap, your host, Matt Reiner, engages in a thought-provoking conversation with Brent Neiser, the CEO of ‘What’s Next with Money.’ Beyond the confines of traditional financial planning methods, this episode explores the dynamic future of the industry, delving into Brent’s personal journey and evolution within the financial planning landscape. The dialogue emphasizes the vital role of adaptability for the industry when addressing diverse audiences, setting the stage for an insightful exploration of Brent’s innovative approach and impactful suggestions for simplifying financial advising.
This episode encapsulates the essence of Brent’s wisdom and experience. The conversation highlights the crucial importance of adapting communication strategies to suit the diverse backgrounds of clients. Brent’s creative approach through his YouTube channel serves as an inspiring example of leveraging digital platforms to enhance visibility and reach within the financial industry. The discussion underscores the ongoing shift towards fiduciary responsibility, emphasizing the flexibility needed in how planners serve their clients.
Brent leaves listeners with a lasting impression of the multifaceted nature of financial planning. His emphasis on listening to clients, involving them in community and family finance matters, and adopting a holistic approach underscores the evolving landscape of the financial sector. Brent’s experiences and insights project a fiduciary-focused future, reminding financial planners of their significant role in shaping legacies and fostering meaningful connections.
Timestamps From This Episode:
[04:57] Financial planners are important for public policy and community advocacy. The speaker highlighted the profession’s role in understanding clients’ concerns and societal trends. They also mentioned their desire to volunteer with the Institute of Certified Financial Planners.
[19:34] Encourage young planners to engage in pro bono work and public involvement. It’s about community concern and bringing financial knowledge to public discourse.
[30:33] Brent discusses the importance of public advertisements in funding registrations, the significance of a Certified Financial Planner (CFP), the influence of personal and public statements by professionals, and the impact of financial education and accountability.
[35:12] Brent emphasizes living a life that demands an explanation, drawing on diverse influences and embracing a multidisciplinary approach.
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About the Show
Bridging the Gap is a financial 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.
Host
Matt Reiner, CFA, CFP®
I’ve been fortunate to be around the wealth management business for over 25 years. Along with this, I’m also the CEO of a tech startup. These experiences have given me a bird’s eye view of both the technology and financial services spaces.
Guest
Brent Neiser , CEO of 'What's Next with Money'
Brent was Special Advisor and Senior Director of Strategic Partnerships and Alliances for the, Denver-based, National Endowment for Financial Education® (NEFE®). Selected for the Top 50 Influencers in Aging 2017 by Next Ave.
He led public issues and government affairs strategy and has worked on financial literacy strategy issues with the U.S. Department of the Treasury, CFPB, the Labor Department and testified before Congress. He was involved in crafting recommendations and pilot projects for the White House through special working groups to create the President’s Advisory Council on Financial Literacy (Bush) and provided advisory support to the President’s Advisory Councils on Financial Capability (Obama). Brent advised the White House’s Joining Forces Initiative on Military Financial Readiness for the Office of the First Lady (Obama).
Brent was a primary spokesperson/media contact for NEFE and coordinated Strategic Intelligence for the organization. Neiser’s work with NEFE focused on developing financial education initiatives through unique collaborations with nonprofit organizations, government agencies, and foundations nationwide. He served on advisory boards for the Retirement Security Coalition and Sesame Workshop’s Financial Literacy Initiative: featuring Elmo in “For Me, For You, For Later.”
He created agreements with more than 85 national organizations comprising 120 projects for NEFE on creative applications of personal financial issues and topics for their audiences.
He led public issues and government affairs strategy and has worked on financial literacy strategy issues with the U.S. Department of the Treasury, CFPB, the Labor Department and testified before Congress. He was involved in crafting recommendations and pilot projects for the White House through special working groups to create the President’s Advisory Council on Financial Literacy (Bush) and provided advisory support to the President’s Advisory Councils on Financial Capability (Obama). Brent advised the White House’s Joining Forces Initiative on Military Financial Readiness for the Office of the First Lady (Obama).
Brent was a primary spokesperson/media contact for NEFE and coordinated Strategic Intelligence for the organization. Neiser’s work with NEFE focused on developing financial education initiatives through unique collaborations with nonprofit organizations, government agencies, and foundations nationwide. He served on advisory boards for the Retirement Security Coalition and Sesame Workshop’s Financial Literacy Initiative: featuring Elmo in “For Me, For You, For Later.”
He created agreements with more than 85 national organizations comprising 120 projects for NEFE on creative applications of personal financial issues and topics for their audiences.
