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
One of the best thought-leaders in our industry, Alan Moore, CEO and Co-Founder of XY Planning Network and CEO of AdvicePay, joins me on this episode of Bridging The Gap. We discuss entrepreneurship, growing in the wealth management business, and developing new ideas and opportunities, as well as leading brands, what’s next for financial planning, and more.
Listen in to this exciting conversation with one of the brightest minds in our industry.
Subscribe, rate, and review Bridging The Gap here.
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.
