Insights on AI and Authenticity with John Prendergast
Bridging The Gap
by Bridging The Gap
1w ago
In the latest episode of Bridging the Gap, Matt Reiner welcomes guest John Prendergast, CEO of Blueleaf, podcast host, and CEO of talking about media & tech in wealth management. Jump into a compelling discussion on the importance of authenticity in professional communication. Both Matt and John agree that advisors should utilize their strengths, be it writing, audio, or video, to foster genuine connections with clients. Diving into the challenges advisors face, they highlight the trap of overthinking and the liberation found in shedding self-consciousness to communicate more freely. With ..read more
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Innovating Marketing and Building a Sustainable Brand with Stephen Oliver
Bridging The Gap
by Bridging The Gap
2w ago
In this episode of Bridging the Gap, Matt is joined by Stephen Oliver to delve into his wealth of experience in the world of marketing within the financial industry. Stephen emphasizes the importance of personal branding, seizing opportunities, and staying visible in a fast-moving world where AI and robo-advisors are on the rise. Throughout their conversation, they explore the concept of 'marketing incest', the detriment of mediocrity, and how authenticity and a personal connection can distinguish advisors from the competition. Drawing parallels with companies known for impactful marketing and ..read more
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Aligning Financial Advice to Client Expectations with Tom Rieman
Bridging The Gap
by Bridging The Gap
1M ago
In this episode of Bridging the Gap - Matt welcomes Tom Rieman, the CEO and founding partner of Practice Intel. Tom underlines the importance of competence in the financial industry, highlighting that trust relies heavily on the advisor's ability to provide substantial help to the client. The foundations for great advice are outlined as a necessity for advisors to show capability, emphasizing that care alone does not equate to proficiency. Tom's educational journey into organizational learning has shaped his expertise and approach to financial advising, ultimately leading him to explore ways t ..read more
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The Future of Investment with AI with Chris Shuba
Bridging The Gap
by Bridging The Gap
1M ago
In this week's episode of Bridging the Gap, Matt is joined by Chris Shuba to delve into the evolving landscape of investment management. Chris Shuba is the CEO and co-founder of Helios. They explore the significant shift in the correlation between stocks and bonds in recent years, the challenges advisors face due to this change, and how quant 2.0 models are being developed to counter these challenges by harnessing data and AI for dynamic real-time analysis to complement the long-standing knowledge of asset behaviors. Helios's role in the financial industry sector was a key point of conversatio ..read more
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Reinventing Identity Verification and Data Security with Eli Wachs
Bridging The Gap
by Bridging The Gap
1M ago
In the latest episode of Bridging the Gap, Matt sits down with Eli Wachs, co-founder and CEO of Footprint, to dig into the world of data security, privacy, and the future of identity verification. They delve into cybersecurity, discussing how the reckless dispersion of personal data across multiple platforms has created a large playing ground for fraud activity seeking the least secure link in our data chains. Privacy is not about a massive deletion of data but about establishing stricter control over data access and purpose. Their conversation brings to light how technological advancements ha ..read more
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Infusing Financial Portfolios with Healthcare Considerations with Christine Simone
Bridging The Gap
by Bridging The Gap
1M ago
This week on Bridging The Gap, Matt welcomes Christine Simone, CEO and Co-Founder at Caribou, software to help financial advisors plan for their clients' current and future healthcare costs. It does this by connecting them with suitable health plans and tax strategies. Listen as they discuss the often-overlooked intersection of healthcare and financial planning.  As the founder of Caribou, Christine brings to light the crucial importance of incorporating healthcare costs into financial strategies, given that such expenses rank among the top outlays during retirement. Drawing on her divers ..read more
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The Transformative Power of “Why” in Finance and Reimagining Retirement with James Conole
Bridging The Gap
by Bridging The Gap
2M ago
James Conole, CFP®, Founder of Root Financial Partners and host of the Ready For Retirement podcast, joins Matt on this episode of Bridging the Gap. Together, they dive into the deeper aspects of financial planning, shifting the focus away from money and toward clients' life goals. To start the episode, James recounts his journey, originally aspiring to become a baseball player and architect before discovering his passion for finance. He discusses the inception of his firm, Root Financial Partners, along with the priority of understanding clients' “why” in financial planning. James talks about ..read more
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Guiding RIA Firms with Intention, Innovation, and Operational Efficiency with Tammy Lee
Bridging The Gap
by Bridging The Gap
2M ago
This week on Bridging The Gap, Matt sits down with Tammy Lee, CFP®, Founder, Fractional COO, and Implementation Specialist at RIA Strategic Implementation & Execution (RIASIE), and Financial Advisor at U.S. Capital Wealth Advisors, to share her wisdom on operations, innovation, and leadership. Sharing her unplanned transition from aspiring writer to entering the finance realm, Tammy discusses how a job opportunity and a practical shift reshaped her career trajectory. Starting authentically in operations due to financial needs and the appeal of a bonus for passing crucial exams, she demonst ..read more
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Reshaping Financial Advice Through Marketing, Differentiation, and Technology with Kelly Waltrich
Bridging The Gap
by Bridging The Gap
3M ago
This week on Bridging the Gap, Matt dives into the intricate world of marketing with Kelly Waltrich, former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, now CEO and Co-Founder at Intention.ly, Fintech and Martech Advisor, and Inaugural WealthManagement.com’s CMO of the Year. The conversation kicks off with Kelly’s journey from a thirteen-year-old entrepreneurially-minded individual selling ideas to her grandmother, to her strategic maneuvers through various financial sectors, ultimately leading to the launch of her marketing firm. The narrative chronicles her encounte ..read more
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The Secret To Mastering Your Narrative and Crafting Your Unique Advisor Brand with Kristin Shea
Bridging The Gap
by Bridging The Gap
3M ago
This week, Matt Reiner teams up with Kristin Shea, RICP®, a true powerhouse in the finance industry. Some of her roles include Executive Producer of the "Do Business. Do Life." Podcast, Best-Selling Author in Financial Services, Chief Product Officer at Triad Partners, and Education Outreach Advisor for the Alliance for Lifetime Income, among other roles as well. Listen as Matt and Kristin engage in enlightening conversations on topics such as brand authenticity, the significance of transforming services into products, and the influence of social media in shaping robust brands. Leveraging her ..read more
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