Ep 95: Building the Firm of the Future with Colin Overweg

Colin Overweg, Founder and CEO of Advize Wealth Management, joins me on today’s episode of Bridging The Gap. Colin shares his unique ways of leveraging social media to gain new clients and help the younger generation learn about the financial industry. He also discusses the pros and cons of working remotely, technology innovations, and how he leans in heavily on robo-platforms to help clients. Colin is building the firm of the future, and shares how innovation is help him do just that.

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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.