Navigating Challenges and Trust Building in Leadership with Jon Dwoskin
Bridging The Gap
by Bridging The Gap
2M ago
In this episode of Bridging the Gap, Matt sits down with business coach Jon Dwoskin to explore his journey from an aspiring entrepreneur to a successful business coach. Jon shares the pivotal moments that shaped his career, including managing a real estate office through the challenges of the 2008 market crash and transforming it into one of the top offices in the country. His experiences underscore the importance of facing obstacles head-on and learning from them, which has informed his approach to coaching, emphasizing self-awareness, vulnerability, and effective communication in leadership ..read more
Visit website
Gary Knopf on Wellness, Work, and Redefining Success
Bridging The Gap
by Bridging The Gap
2M ago
In this episode of Bridging the Gap, Matt Reiner sits down with Gary Knopf, an attorney at Continuum Legal Group, to explore the intersection of wellness, professional growth, and innovative practices in the legal field. Gary shares how Peter Attia’s book Outlive transformed his perspective on longevity, emphasizing the importance of enjoying life rather than simply extending it. This philosophy inspired his commitment to a personalized wellness routine, including early-morning workouts and incorporating small, sustainable steps like short walks to maintain physical and mental health. The conv ..read more
Visit website
Navigating Client Connections and Emotional Decisions with Dr. Joshua Wilson
Bridging The Gap
by Bridging The Gap
2M ago
In the latest episode of Bridging the Gap, Dr. Joshua Wilson joins Matt Reiner to explore how professionals can foster meaningful connections in today’s digital landscape. With clients increasingly informed thanks to online resources, Joshua stresses the need for both preparation and authenticity in every interaction. He highlights the power of "pre-suasive" efforts—strategic emotional engagement before meetings—combined with classic techniques like building rapport and asking open-ended questions. By using online tools to better understand client needs and entering conversations with curiosit ..read more
Visit website
Sarah Woodward's Strategic Approach to AI and Automation
Bridging The Gap
by Bridging The Gap
2M ago
In this episode of Bridging the Gap with Matt Reiner and Sarah Woodward, an expert in workflow automation and AI, provides valuable insights into the incremental approach to automation and its transformative impact on businesses. Through discussions on fostering innovation within large corporations like Home Depot and Coca-Cola, we uncover the keys to driving continuous improvement and embracing a proactive mindset. Sarah emphasizes the importance of leadership buy-in and structured learning plans to navigate the complexities of innovation effectively. As we delve deeper into the strategic use ..read more
Visit website
Johnny Sandquist Talks AI and Influencer Impact
Bridging The Gap
by Bridging The Gap
2M ago
In the latest episode of 'Bridging the Gap,' host Matt Reiner talks with Johnny Sandquist to explore cutting-edge marketing strategies within the wealth management industry. Throughout the episode, the discussion covers incredible topics that are influencing the industry today. Johnny highlights the untapped potential of influencer marketing within the investment community, offering advisors an opportunity to diversify strategies beyond traditional avenues like referrals and COIs. The conversation delves into website messaging, emphasizing a story-based structure and the crucial role of genuin ..read more
Visit website
Strategic AI Integration with Kirk Drake's Vision for Financial Institutions' Future
Bridging The Gap
by Bridging The Gap
2M ago
In the latest episode of Bridging the Gap, Matt Reiner is joined by guest Kirk Drake, an entrepreneur with significant experience in the banking sector, particularly with credit unions. Matt and Kirk jump right in and start the conversation about AI's impact on the financial industry and shares insights into the journey of integrating innovative technologies into traditional financial institutions. Kirk opens up about his entrepreneurial ventures from a young age, eventually finding his niche in banking, where he leverages technology. Matt and Kirk highlight how AI's transformative potential ..read more
Visit website
Aligning Your Vision for Business Success with Kristin Harad
Bridging The Gap
by Bridging The Gap
3M ago
In the latest episode of Bridging the Gap, Matt Reiner welcomes Kristin Harad to discuss the transformative impact of branding and client experience in financial advisory. Kristin, who blends life coaching principles with financial planning, emphasizes the importance of developing a clear, repeatable process for client interactions. By standardizing client experiences across a team, advisors can build trust, reinforce their brand, and ensure consistent delivery of value. This is particularly critical for solopreneurs and growing firms seeking to align business operations with a unified vision ..read more
Visit website
Change and Mental Health for Business Success with Randall Ray
Bridging The Gap
by Bridging The Gap
3M ago
In this episode of Bridging the Gap, host Matt Reiner sits down with business coach Randall Ray to discuss her inspiring journey from an aspiring divorce lawyer to a successful solo entrepreneur. Randall shares how her initial setbacks, including not passing the bar exam, became pivotal moments that fueled her drive to build her own business at just 25. Emphasizing the power of resilience, she encourages professionals to view failures as opportunities for growth, and underscores the importance of mental health for building confidence and self-awareness in both personal and professional life ..read more
Visit website
Jordan Hutchison on Tech and the Future of Wealth Management
Bridging The Gap
by Bridging The Gap
3M ago
In this episode of Bridging the Gap, Matt Reiner speaks with Jordan Hutchison, VP of Technology and Operations at RFG Advisory, about the critical role of practical technology and behavioral finance in wealth management. Jordan highlights the importance of integrating user-friendly technology into day-to-day advisory operations, explaining how his team conducts ride-alongs with advisors to pinpoint real-world tech needs and drive practice development. The discussion then shifts to behavioral finance, exploring how data and AI advancements have made it essential for delivering personalized clie ..read more
Visit website
Jordan Hutchinson on Tech and the Future of Wealth Management
Bridging The Gap
by Bridging The Gap
3M ago
In this episode of Bridging the Gap, Matt Reiner speaks with Jordan Hutchinson, VP of Technology and Operations at RFG Advisory, about the critical role of practical technology and behavioral finance in wealth management. Jordan highlights the importance of integrating user-friendly technology into day-to-day advisory operations, explaining how his team conducts ride-alongs with advisors to pinpoint real-world tech needs and drive practice development. The discussion then shifts to behavioral finance, exploring how data and AI advancements have made it essential for delivering personalized cli ..read more
Visit website

Follow Bridging The Gap on FeedSpot

Continue with Google
Continue with Apple
OR