In this insightful podcast episode, we had the privilege of speaking with Steven Van Cohen, a global leadership consultant and co-author of the Wall Street Journal bestseller, "Connectable: How Leaders Can Move Teams From Isolated to All In." Steven delved into the pressing issue of workplace loneliness, emphasizing its detrimental effects on both individual well-being and organizational productivity. He outlined the importance of fostering inclusion and creating environments of belonging within teams, highlighting the role of psychological safety in driving engagement and performance. Through ..read more

In this episode of Bridging the Gap with your host, Matt Reiner invites you to explore the transformative power of strategic branding alongside our guest, Roger Martin. Together, they embark on a journey through the intricate world of entrepreneurship, offering invaluable guidance tailored to empower financial advisors on their path to success. Throughout the conversation, Roger and Matt highlight the importance of crafting a brand identity deeply rooted in authenticity and aligned with core values. By tapping into Roger's expertise, listeners gain actionable strategies for harnessing the powe ..read more

In this episode of 'Bridging the Gap,' Lindsey Lewis and Matt Reiner delve into the intricacies of the financial advising landscape, shedding light on the challenges and prospects that define the industry's current state. Lindsey shines a light on the industry's struggle with new advisors dropping out and the imminent wave of retirements. She stresses the need for diversity, especially with women gaining more financial influence by 2030. Both Lindsey and Matt emphasize the importance of client communication amidst industry shifts, reminding us that financial advising is more about relationship ..read more

In the latest episode of the 'Bridging the Gap' featuring Mary Schmid, trainer for financial services professionals to translate brain science to powerfully lead meaningful conversations that build trust and long lasting partnerships. Matt and Mary delve into the neuroscience of leadership and effective communication strategies. They highlight the importance of establishing an emotional connection within the first 60 seconds of interaction, known as the 'golden minute,' to engage and captivate an audience. Their conversation extends to exploring how leaders can foster connections to unlock ind ..read more

In the latest episode of Bridging the Gap Matt Reiner and guest Elle Petrillo dive deep into the realm of personal branding within our industry. Elle emphasizes the significance of crafting a well-defined personal brand, emphasizing that it extends beyond aesthetics to encompass the formalization, digitization, and monetization of one's reputation. Throughout their conversation, they stress that effective personal branding should revolve around meeting the needs of a specific target audience, compressing the trust timeline, and facilitating crucial financial decisions for clients. Matt opens u ..read more

In the latest episode of Bridging the Gap, Corey Westphal founder and CEO of Mobile Assistant joins Matt Reiner to delve into the transformative impact of technology innovations in the fintech space. They explore topics like open APIs, AI in speech-to-text services, and the importance of accurate data capture. Corey emphasizes the need for advisors to adapt to new technologies and advocates for integrating efficient practices into existing platforms. Throughout the discussion, Corey stresses the significance of structured post-meeting documentation and offers solutions like dictation templates ..read more

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

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

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

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